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 | $10,767 | $91,190-88.2% | $178,490-94.0% | $79,858-86.5% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 39.06% | 24.19%+14.9pp | 151.07%-112.0pp | 31.71%+7.3pp |
| Employer contribution / active EE | $949 | $3,256-70.8% | $5,011-81.1% | $2,471-61.6% |
| Participant deferral / active EE | $2,426 | $3,236-25.0% | $5,202-53.4% | $3,740-35.1% |
| Admin fee / account holder | $46 | $6,751-99.3% | $13,984-99.7% | $5,306-99.1% |