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 6-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 | $24,032 | $99,985-76.0% | $146,665-83.6% | $85,850-72.0% |
| Participation rate | 75.9% | 73.1%+2.8pp | 80.1%-4.2pp | 69.3%+6.5pp |
| Annual return | 16.09% | 18.93%-2.8pp | 22.74%-6.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,327 | $2,559-9.1% | $4,136-43.7% | $2,565-9.3% |
| Participant deferral / active EE | $7,373 | $4,006+84.1% | $5,506+33.9% | $3,952+86.6% |
| Admin fee / account holder | $113 | $7,702-98.5% | $10,280-98.9% | $6,260-98.2% |