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 7-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 | $12,771 | $165,335-92.3% | $149,696-91.5% | $158,922-92.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 35.29% | 348.15%-312.9pp | 276.60%-241.3pp | 302.83%-267.5pp |
| Employer contribution / active EE | $1,922 | $5,103-62.3% | $4,644-58.6% | $4,761-59.6% |
| Participant deferral / active EE | $5,015 | $7,181-30.2% | $6,842-26.7% | $5,982-16.2% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |