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 6-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 | $17,195 | $70,428-75.6% | $96,562-82.2% | $85,850-80.0% |
| Participation rate | 79.3% | 61.8%+17.5pp | 69.8%+9.5pp | 69.3%+10.0pp |
| Annual return | 16.56% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,405 | $1,413-0.6% | $2,356-40.4% | $2,565-45.2% |
| Participant deferral / active EE | $3,750 | $2,894+29.6% | $3,849-2.6% | $3,952-5.1% |
| Admin fee / account holder | $150 | $4,997-97.0% | $6,181-97.6% | $6,260-97.6% |