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 | $12,561 | $106,890-88.2% | $84,015-85.0% | $152,861-91.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 69.0%+26.2pp | 82.4%+12.8pp |
| Annual return | 26.60% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,252 | $2,734-17.6% | $1,983+13.5% | $4,762-52.7% |
| Participant deferral / active EE | $4,058 | $4,011+1.2% | $3,239+25.3% | $5,850-30.6% |
| Admin fee / account holder | $146 | $8,285-98.2% | $6,101-97.6% | $11,596-98.7% |