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 | $16,187 | $109,413-85.2% | $156,263-89.6% | $84,808-80.9% |
| Participation rate | 91.2% | 72.7%+18.5pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 27.12% | 20.18%+6.9pp | 59.47%-32.3pp | 40.90%-13.8pp |
| Employer contribution / active EE | $2,300 | $2,907-20.9% | $4,333-46.9% | $2,631-12.6% |
| Participant deferral / active EE | $4,379 | $4,590-4.6% | $6,158-28.9% | $4,212+4.0% |
| Admin fee / account holder | $38 | $9,357-99.6% | $14,255-99.7% | $7,344-99.5% |