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 | $11,481 | $65,365-82.4% | $92,893-87.6% | $72,985-84.3% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.0%-4.2pp | 69.5%+2.3pp |
| Annual return | 40.83% | 42.10%-1.3pp | 109.41%-68.6pp | 81.00%-40.2pp |
| Employer contribution / active EE | $2,298 | $2,594-11.4% | $3,653-37.1% | $2,440-5.8% |
| Participant deferral / active EE | $3,997 | $3,128+27.8% | $4,236-5.7% | $3,607+10.8% |
| Admin fee / account holder | $180 | $4,251-95.8% | $5,794-96.9% | $5,124-96.5% |