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 | $20,367 | $89,753-77.3% | $107,525-81.1% | $84,808-76.0% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 20.10% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,506 | $3,113-51.6% | $3,754-59.9% | $2,631-42.7% |
| Participant deferral / active EE | $3,945 | $4,056-2.7% | $5,116-22.9% | $4,212-6.3% |
| Admin fee / account holder | $245 | $7,222-96.6% | $8,919-97.3% | $7,344-96.7% |