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 5-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 | $12,499 | $148,534-91.6% | $135,903-90.8% | $139,434-91.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.62% | 79.19%-55.6pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,862 | $5,243-64.5% | $4,856-61.7% | $4,751-60.8% |
| Participant deferral / active EE | $3,741 | $8,100-53.8% | $7,758-51.8% | $6,710-44.3% |
| Admin fee / account holder | $170 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |