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 | $15,986 | $209,411-92.4% | $178,490-91.0% | $158,922-89.9% |
| Participation rate | 90.5% | 86.3%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 27.95% | 188.75%-160.8pp | 151.07%-123.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,425 | $5,706-57.5% | $5,011-51.6% | $4,761-49.1% |
| Participant deferral / active EE | $5,582 | $5,954-6.2% | $5,202+7.3% | $5,982-6.7% |
| Admin fee / account holder | $48 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |