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 | $18,223 | $185,822-90.2% | $169,993-89.3% | $139,434-86.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 51.68% | 60.50%-8.8pp | 53.37%-1.7pp | 372.94%-321.3pp |
| Employer contribution / active EE | $1,720 | $7,590-77.3% | $6,785-74.7% | $4,751-63.8% |
| Participant deferral / active EE | $6,120 | $11,622-47.3% | $10,408-41.2% | $6,710-8.8% |
| Admin fee / account holder | $253 | $15,381-98.4% | $12,815-98.0% | $11,403-97.8% |