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 4-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 | $7,628 | $77,314-90.1% | $177,989-95.7% | $80,856-90.6% |
| Participation rate | 76.6% | 65.7%+10.9pp | 77.1%-0.5pp | 67.6%+8.9pp |
| Annual return | 15.22% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,582 | $2,292-31.0% | $3,949-59.9% | $2,755-42.6% |
| Participant deferral / active EE | $1,644 | $4,411-62.7% | $6,276-73.8% | $4,296-61.7% |
| Admin fee / account holder | $279 | $7,191-96.1% | $10,363-97.3% | $6,918-96.0% |