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 | $14,169 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 25.22% | 166.71%-141.5pp | 134.42%-109.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $3,245 | $5,474-40.7% | $4,818-32.6% | $4,751-31.7% |
| Participant deferral / active EE | $5,838 | $6,519-10.4% | $5,680+2.8% | $6,710-13.0% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |