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 | $14,109 | $94,625-85.1% | $116,228-87.9% | $84,808-83.4% |
| Participation rate | 85.2% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.9pp |
| Annual return | 22.44% | 20.40%+2.0pp | 90.06%-67.6pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,491 | $2,347-36.5% | $2,994-50.2% | $2,631-43.3% |
| Participant deferral / active EE | $3,078 | $3,972-22.5% | $4,953-37.9% | $4,212-26.9% |
| Admin fee / account holder | $97 | $10,091-99.0% | $11,989-99.2% | $7,344-98.7% |