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 | $12,665 | $89,753-85.9% | $107,525-88.2% | $84,808-85.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 27.77% | 29.48%-1.7pp | 181.32%-153.5pp | 40.90%-13.1pp |
| Employer contribution / active EE | $2,319 | $3,113-25.5% | $3,754-38.2% | $2,631-11.9% |
| Participant deferral / active EE | $5,720 | $4,056+41.0% | $5,116+11.8% | $4,212+35.8% |
| Admin fee / account holder | $172 | $7,222-97.6% | $8,919-98.1% | $7,344-97.7% |