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 8-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 | $9,600 | $117,381-91.8% | $99,443-90.3% | $152,861-93.7% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 32.50% | 31.87%+0.6pp | 30.72%+1.8pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,223 | $3,013-59.4% | $2,540-51.8% | $4,762-74.3% |
| Participant deferral / active EE | $3,096 | $4,086-24.2% | $3,619-14.4% | $5,850-47.1% |
| Admin fee / account holder | $30 | $7,631-99.6% | $6,250-99.5% | $11,596-99.7% |