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 5-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 | $17,073 | $81,460-79.0% | $103,333-83.5% | $80,856-78.9% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 14.55% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,923 | $3,105-38.1% | $3,868-50.3% | $2,755-30.2% |
| Participant deferral / active EE | $3,010 | $3,869-22.2% | $5,057-40.5% | $4,296-29.9% |
| Admin fee / account holder | $70 | $6,566-98.9% | $8,355-99.2% | $6,918-99.0% |