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 9-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 | $13,467 | $48,570-72.3% | $130,648-89.7% | $72,985-81.5% |
| Participation rate | 89.6% | 58.6%+31.0pp | 71.7%+17.8pp | 69.5%+20.1pp |
| Annual return | 39.51% | 38.63%+0.9pp | 1708.96%-1669.4pp | 81.00%-41.5pp |
| Employer contribution / active EE | $1,173 | $1,334-12.1% | $4,092-71.3% | $2,440-51.9% |
| Participant deferral / active EE | $2,566 | $2,384+7.7% | $3,603-28.8% | $3,607-28.9% |
| Admin fee / account holder | $28 | $3,549-99.2% | $5,464-99.5% | $5,124-99.5% |