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 3-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 | $14,595 | $148,978-90.2% | $200,582-92.7% | $84,808-82.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 32.70% | 28.16%+4.5pp | 42.33%-9.6pp | 40.90%-8.2pp |
| Employer contribution / active EE | $2,020 | $4,815-58.1% | $6,419-68.5% | $2,631-23.2% |
| Participant deferral / active EE | $3,834 | $7,142-46.3% | $9,331-58.9% | $4,212-9.0% |
| Admin fee / account holder | $289 | $13,977-97.9% | $16,305-98.2% | $7,344-96.1% |