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 7-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 | $18,681 | $105,181-82.2% | $159,436-88.3% | $85,850-78.2% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 18.82% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,047 | $3,318-38.3% | $4,829-57.6% | $2,565-20.2% |
| Participant deferral / active EE | $3,593 | $5,945-39.6% | $7,352-51.1% | $3,952-9.1% |
| Admin fee / account holder | $58 | $6,933-99.2% | $10,799-99.5% | $6,260-99.1% |