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 | $14,915 | $79,944-81.3% | $98,439-84.8% | $75,163-80.2% |
| Participation rate | 73.2% | 70.4%+2.8pp | 75.2%-1.9pp | 67.2%+6.0pp |
| Annual return | 15.20% | 19.75%-4.5pp | 21.16%-6.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $888 | $2,264-60.8% | $3,048-70.9% | $2,670-66.8% |
| Participant deferral / active EE | $2,962 | $3,752-21.1% | $4,738-37.5% | $4,125-28.2% |
| Admin fee / account holder | $253 | $6,840-96.3% | $8,948-97.2% | $5,651-95.5% |