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 | $9,138 | $109,881-91.7% | $150,045-93.9% | $84,808-89.2% |
| Participation rate | 86.6% | 76.1%+10.5pp | 82.3%+4.3pp | 68.3%+18.3pp |
| Annual return | 34.29% | 28.25%+6.0pp | 62.55%-28.3pp | 40.90%-6.6pp |
| Employer contribution / active EE | $2,027 | $3,561-43.1% | $4,693-56.8% | $2,631-22.9% |
| Participant deferral / active EE | $3,540 | $6,636-46.7% | $7,997-55.7% | $4,212-15.9% |
| Admin fee / account holder | $147 | $8,568-98.3% | $13,435-98.9% | $7,344-98.0% |