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 | $20,987 | $112,096-81.3% | $95,952-78.1% | $158,922-86.8% |
| Participation rate | 85.0% | 79.0%+6.0pp | 77.1%+7.9pp | 82.0%+3.0pp |
| Annual return | 50.63% | 171.09%-120.5pp | 91.61%-41.0pp | 302.83%-252.2pp |
| Employer contribution / active EE | $2,327 | $3,198-27.2% | $2,541-8.4% | $4,761-51.1% |
| Participant deferral / active EE | $5,733 | $4,784+19.8% | $4,167+37.6% | $5,982-4.2% |
| Admin fee / account holder | $195 | $10,130-98.1% | $6,795-97.1% | $11,246-98.3% |