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 7-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 | $14,488 | $73,933-80.4% | $96,683-85.0% | $75,163-80.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.27% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,472 | $2,928+18.6% | $3,737-7.1% | $2,670+30.1% |
| Participant deferral / active EE | $1,944 | $3,659-46.9% | $4,878-60.2% | $4,125-52.9% |
| Admin fee / account holder | $264 | $5,216-94.9% | $6,730-96.1% | $5,651-95.3% |