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 | $18,728 | $93,571-80.0% | $135,903-86.2% | $75,163-75.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 16.40% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,924 | $3,537-45.6% | $4,856-60.4% | $2,670-27.9% |
| Participant deferral / active EE | $4,549 | $6,404-29.0% | $7,758-41.4% | $4,125+10.3% |
| Admin fee / account holder | $241 | $6,975-96.5% | $10,762-97.8% | $5,651-95.7% |