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 3-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 | $14,872 | $109,881-86.5% | $150,045-90.1% | $84,808-82.5% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 59.47% | 28.25%+31.2pp | 62.55%-3.1pp | 40.90%+18.6pp |
| Employer contribution / active EE | $2,171 | $3,561-39.0% | $4,693-53.7% | $2,631-17.5% |
| Participant deferral / active EE | $3,186 | $6,636-52.0% | $7,997-60.2% | $4,212-24.4% |
| Admin fee / account holder | $78 | $8,568-99.1% | $13,435-99.4% | $7,344-98.9% |