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 | $7,510 | $176,056-95.7% | $159,436-95.3% | $167,490-95.5% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 42.64% | 331.75%-289.1pp | 263.57%-220.9pp | 478.56%-435.9pp |
| Employer contribution / active EE | $2,114 | $5,297-60.1% | $4,829-56.2% | $4,837-56.3% |
| Participant deferral / active EE | $3,969 | $7,750-48.8% | $7,352-46.0% | $6,341-37.4% |
| Admin fee / account holder | $94 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |