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 7-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 | $17,312 | $154,117-88.8% | $129,995-86.7% | $139,434-87.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 23.12% | 32.48%-9.4pp | -137.18%+160.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,756 | $5,289-66.8% | $4,320-59.4% | $4,751-63.0% |
| Participant deferral / active EE | $2,206 | $6,710-67.1% | $5,820-62.1% | $6,710-67.1% |
| Admin fee / account holder | $14 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |