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 | $22,869 | $149,734-84.7% | $118,925-80.8% | $158,922-85.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 21.01% | 19.95%+1.1pp | 35.88%-14.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,490 | $4,115-63.8% | $3,263-54.3% | $4,761-68.7% |
| Participant deferral / active EE | $1,739 | $5,223-66.7% | $4,265-59.2% | $5,982-70.9% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |