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 | $9,601 | $157,256-93.9% | $141,162-93.2% | $152,861-93.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 30.98% | 64.32%-33.3pp | 71.39%-40.4pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,309 | $5,261-56.1% | $4,735-51.2% | $4,762-51.5% |
| Participant deferral / active EE | $2,596 | $7,109-63.5% | $6,709-61.3% | $5,850-55.6% |
| Admin fee / account holder | $53 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |