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 7-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 | $15,337 | $117,841-87.0% | $102,423-85.0% | $145,922-89.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.87% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,023-36.7% | $4,660-58.9% |
| Participant deferral / active EE | $3,581 | $5,731-37.5% | $5,053-29.1% | $6,688-46.4% |
| Admin fee / account holder | $105 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |