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 | $9,408 | $81,460-88.5% | $103,333-90.9% | $80,856-88.4% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 13.75% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,629 | $3,105-47.5% | $3,868-57.9% | $2,755-40.9% |
| Participant deferral / active EE | $4,181 | $3,869+8.1% | $5,057-17.3% | $4,296-2.7% |
| Admin fee / account holder | $258 | $6,566-96.1% | $8,355-96.9% | $6,918-96.3% |