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 6-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 | $18,849 | $117,841-84.0% | $102,423-81.6% | $145,922-87.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 9.44% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,225 | $3,615-66.1% | $3,023-59.5% | $4,660-73.7% |
| Participant deferral / active EE | $3,883 | $5,731-32.2% | $5,053-23.1% | $6,688-41.9% |
| Admin fee / account holder | $81 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |