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 | $10,259 | $148,534-93.1% | $135,903-92.5% | $139,434-92.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 44.83% | 79.19%-34.4pp | 68.23%-23.4pp | 372.94%-328.1pp |
| Employer contribution / active EE | $1,100 | $5,243-79.0% | $4,856-77.3% | $4,751-76.8% |
| Participant deferral / active EE | $3,284 | $8,100-59.5% | $7,758-57.7% | $6,710-51.1% |
| Admin fee / account holder | $164 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |