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 3-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 | $19,346 | $109,881-82.4% | $150,045-87.1% | $84,808-77.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 37.04% | 28.25%+8.8pp | 62.55%-25.5pp | 40.90%-3.9pp |
| Employer contribution / active EE | $1,624 | $3,561-54.4% | $4,693-65.4% | $2,631-38.3% |
| Participant deferral / active EE | $3,657 | $6,636-44.9% | $7,997-54.3% | $4,212-13.2% |
| Admin fee / account holder | $190 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |