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 9-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 | $17,417 | $103,376-83.2% | $87,100-80.0% | $152,861-88.6% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 23.66% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,817 | $3,220-43.6% | $2,521-27.9% | $4,762-61.9% |
| Participant deferral / active EE | $4,448 | $4,778-6.9% | $4,049+9.9% | $5,850-24.0% |
| Admin fee / account holder | $201 | $12,205-98.4% | $7,497-97.3% | $11,596-98.3% |