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 9-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 | $18,224 | $109,359-83.3% | $162,163-88.8% | $72,985-75.0% |
| Participation rate | 78.6% | 84.3%-5.7pp | 87.6%-9.0pp | 69.5%+9.1pp |
| Annual return | 29.75% | 25.46%+4.3pp | 115.59%-85.8pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,724 | $3,907-55.9% | $5,614-69.3% | $2,440-29.3% |
| Participant deferral / active EE | $4,003 | $5,481-27.0% | $7,298-45.1% | $3,607+11.0% |
| Admin fee / account holder | $80 | $7,972-99.0% | $10,843-99.3% | $5,124-98.4% |