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 4-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 | $13,127 | $109,413-88.0% | $156,263-91.6% | $84,808-84.5% |
| Participation rate | 79.2% | 72.7%+6.5pp | 78.9%+0.3pp | 68.3%+10.9pp |
| Annual return | 33.27% | 20.18%+13.1pp | 59.47%-26.2pp | 40.90%-7.6pp |
| Employer contribution / active EE | $1,057 | $2,907-63.6% | $4,333-75.6% | $2,631-59.8% |
| Participant deferral / active EE | $4,911 | $4,590+7.0% | $6,158-20.2% | $4,212+16.6% |
| Admin fee / account holder | $87 | $9,357-99.1% | $14,255-99.4% | $7,344-98.8% |