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 | $14,746 | $214,378-93.1% | $200,582-92.6% | $142,382-89.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 25.21% | 46.41%-21.2pp | 42.33%-17.1pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,290 | $6,841-66.5% | $6,419-64.3% | $4,299-46.7% |
| Participant deferral / active EE | $3,327 | $9,865-66.3% | $9,331-64.3% | $6,507-48.9% |
| Admin fee / account holder | $77 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |