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 4-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 | $18,145 | $109,881-83.5% | $150,045-87.9% | $84,808-78.6% |
| Participation rate | 79.4% | 76.1%+3.3pp | 82.3%-2.9pp | 68.3%+11.1pp |
| Annual return | 19.81% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $918 | $3,561-74.2% | $4,693-80.4% | $2,631-65.1% |
| Participant deferral / active EE | $3,675 | $6,636-44.6% | $7,997-54.0% | $4,212-12.7% |
| Admin fee / account holder | $65 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |