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 4-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 | $9,179 | $71,050-87.1% | $93,606-90.2% | $80,856-88.6% |
| Participation rate | 82.0% | 60.4%+21.6pp | 68.7%+13.3pp | 67.6%+14.4pp |
| Annual return | 14.95% | 11.26%+3.7pp | 133.20%-118.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,066 | $1,564-31.9% | $2,420-56.0% | $2,755-61.3% |
| Participant deferral / active EE | $2,176 | $4,034-46.0% | $4,411-50.7% | $4,296-49.3% |
| Admin fee / account holder | $38 | $6,945-99.5% | $8,285-99.5% | $6,918-99.5% |