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 | $18,549 | $210,408-91.2% | $153,485-87.9% | $145,922-87.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 17.71% | 13.37%+4.3pp | 15.65%+2.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,006 | $6,048-50.3% | $5,039-40.3% | $4,660-35.5% |
| Participant deferral / active EE | $5,115 | $7,975-35.9% | $6,757-24.3% | $6,688-23.5% |
| Admin fee / account holder | $15 | $19,419-99.9% | $12,724-99.9% | $13,397-99.9% |