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 | $11,585 | $110,257-89.5% | $96,544-88.0% | $139,434-91.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 38.58% | 26.32%+12.3pp | 25.84%+12.7pp | 372.94%-334.4pp |
| Employer contribution / active EE | $3,100 | $3,620-14.4% | $2,965+4.6% | $4,751-34.7% |
| Participant deferral / active EE | $6,011 | $5,548+8.4% | $4,851+23.9% | $6,710-10.4% |
| Admin fee / account holder | $103 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |