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 | $17,890 | $89,355-80.0% | $141,162-87.3% | $72,985-75.5% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 33.43% | 111.85%-78.4pp | 71.39%-38.0pp | 81.00%-47.6pp |
| Employer contribution / active EE | $2,682 | $3,114-13.9% | $4,735-43.4% | $2,440+9.9% |
| Participant deferral / active EE | $5,505 | $5,418+1.6% | $6,709-17.9% | $3,607+52.6% |
| Admin fee / account holder | $182 | $5,958-96.9% | $10,261-98.2% | $5,124-96.4% |