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 9-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 | $18,609 | $209,411-91.1% | $178,490-89.6% | $158,922-88.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 25.31% | 188.75%-163.4pp | 151.07%-125.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,252 | $5,706-78.1% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $4,442 | $5,954-25.4% | $5,202-14.6% | $5,982-25.7% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |