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 | $7,503 | $106,515-93.0% | $96,683-92.2% | $139,434-94.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 27.24% | 38.43%-11.2pp | 35.69%-8.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,417 | $4,103-41.1% | $3,737-35.3% | $4,751-49.1% |
| Participant deferral / active EE | $2,507 | $5,454-54.0% | $4,878-48.6% | $6,710-62.6% |
| Admin fee / account holder | $23 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |