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 3-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 | $23,953 | $109,881-78.2% | $150,045-84.0% | $84,808-71.8% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 22.86% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,181 | $3,561-66.8% | $4,693-74.8% | $2,631-55.1% |
| Participant deferral / active EE | $4,318 | $6,636-34.9% | $7,997-46.0% | $4,212+2.5% |
| Admin fee / account holder | $272 | $8,568-96.8% | $13,435-98.0% | $7,344-96.3% |