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 5-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 | $15,902 | $183,519-91.3% | $155,509-89.8% | $145,922-89.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.21% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.1pp |
| Employer contribution / active EE | $1,546 | $5,313-70.9% | $4,672-66.9% | $4,660-66.8% |
| Participant deferral / active EE | $8,219 | $6,462+27.2% | $5,626+46.1% | $6,688+22.9% |
| Admin fee / account holder | $94 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |