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 8-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 | $16,265 | $74,927-78.3% | $101,794-84.0% | $84,808-80.8% |
| Participation rate | 87.2% | 61.4%+25.8pp | 69.2%+18.1pp | 68.3%+18.9pp |
| Annual return | 15.26% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $823 | $1,522-45.9% | $2,289-64.0% | $2,631-68.7% |
| Participant deferral / active EE | $1,709 | $3,099-44.9% | $4,084-58.2% | $4,212-59.4% |
| Admin fee / account holder | $220 | $6,514-96.6% | $8,777-97.5% | $7,344-97.0% |