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 | $14,599 | $70,475-79.3% | $100,516-85.5% | $79,858-81.7% |
| Participation rate | 94.4% | 73.7%+20.8pp | 79.4%+15.0pp | 69.6%+24.8pp |
| Annual return | 20.43% | 21.90%-1.5pp | 30.89%-10.5pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,694 | $2,165-21.7% | $3,418-50.4% | $2,471-31.4% |
| Participant deferral / active EE | $3,827 | $5,181-26.1% | $6,270-39.0% | $3,740+2.3% |
| Admin fee / account holder | $288 | $4,478-93.6% | $8,081-96.4% | $5,306-94.6% |