See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,884 | $78,926-78.6% | $136,749-87.7% | $84,808-80.1% |
| Participation rate | 94.1% | 62.2%+31.9pp | 72.1%+22.0pp | 68.3%+25.8pp |
| Annual return | 22.68% | 18.17%+4.5pp | 24.33%-1.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,031 | $2,134-51.7% | $3,400-69.7% | $2,631-60.8% |
| Participant deferral / active EE | $2,636 | $3,168-16.8% | $4,692-43.8% | $4,212-37.4% |
| Admin fee / account holder | $65 | $6,369-99.0% | $11,386-99.4% | $7,344-99.1% |