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 8-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 | $18,152 | $98,750-81.6% | $149,696-87.9% | $79,858-77.3% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 21.77% | 27.43%-5.7pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,731 | $3,216-46.2% | $4,644-62.7% | $2,471-30.0% |
| Participant deferral / active EE | $3,518 | $5,680-38.1% | $6,842-48.6% | $3,740-5.9% |
| Admin fee / account holder | $198 | $6,053-96.7% | $9,309-97.9% | $5,306-96.3% |