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 | $12,644 | $175,202-92.8% | $149,673-91.6% | $139,434-90.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 32.72% | 166.71%-134.0pp | 134.42%-101.7pp | 372.94%-340.2pp |
| Employer contribution / active EE | $2,680 | $5,474-51.0% | $4,818-44.4% | $4,751-43.6% |
| Participant deferral / active EE | $4,493 | $6,519-31.1% | $5,680-20.9% | $6,710-33.0% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |