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 | $11,460 | $103,376-88.9% | $87,100-86.8% | $152,861-92.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 32.72% | 28.10%+4.6pp | 28.19%+4.5pp | 345.32%-312.6pp |
| Employer contribution / active EE | $1,539 | $3,220-52.2% | $2,521-39.0% | $4,762-67.7% |
| Participant deferral / active EE | $1,539 | $4,778-67.8% | $4,049-62.0% | $5,850-73.7% |
| Admin fee / account holder | $241 | $12,205-98.0% | $7,497-96.8% | $11,596-97.9% |