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 4-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 | $13,567 | $127,065-89.3% | $113,168-88.0% | $142,382-90.5% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 22.46% | 24.03%-1.6pp | 24.27%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,272 | $3,442-63.1% | $2,975-57.3% | $4,299-70.4% |
| Participant deferral / active EE | $2,418 | $5,716-57.7% | $5,107-52.6% | $6,507-62.8% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |