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 | $14,891 | $94,625-84.3% | $116,228-87.2% | $84,808-82.4% |
| Participation rate | 83.7% | 70.4%+13.3pp | 74.6%+9.2pp | 68.3%+15.4pp |
| Annual return | 18.09% | 20.40%-2.3pp | 90.06%-72.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,227 | $2,347-47.7% | $2,994-59.0% | $2,631-53.3% |
| Participant deferral / active EE | $2,622 | $3,972-34.0% | $4,953-47.1% | $4,212-37.8% |
| Admin fee / account holder | $75 | $10,091-99.3% | $11,989-99.4% | $7,344-99.0% |