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 | $12,157 | $154,117-92.1% | $129,995-90.6% | $139,434-91.3% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 27.59% | 32.48%-4.9pp | -137.18%+164.8pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,518 | $5,289-71.3% | $4,320-64.9% | $4,751-68.0% |
| Participant deferral / active EE | $4,447 | $6,710-33.7% | $5,820-23.6% | $6,710-33.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |