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 | $18,221 | $157,256-88.4% | $141,162-87.1% | $152,861-88.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 34.46% | 64.32%-29.9pp | 71.39%-36.9pp | 345.32%-310.9pp |
| Employer contribution / active EE | $2,692 | $5,261-48.8% | $4,735-43.1% | $4,762-43.5% |
| Participant deferral / active EE | $6,140 | $7,109-13.6% | $6,709-8.5% | $5,850+4.9% |
| Admin fee / account holder | $190 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |