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 | $14,523 | $157,256-90.8% | $141,162-89.7% | $152,861-90.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 28.59% | 64.32%-35.7pp | 71.39%-42.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,301 | $5,261-75.3% | $4,735-72.5% | $4,762-72.7% |
| Participant deferral / active EE | $2,736 | $7,109-61.5% | $6,709-59.2% | $5,850-53.2% |
| Admin fee / account holder | $13 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |