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 | $18,804 | $109,413-82.8% | $156,263-88.0% | $84,808-77.8% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 27.57% | 20.18%+7.4pp | 59.47%-31.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,408 | $2,907-51.6% | $4,333-67.5% | $2,631-46.5% |
| Participant deferral / active EE | $7,510 | $4,590+63.6% | $6,158+22.0% | $4,212+78.3% |
| Admin fee / account holder | $172 | $9,357-98.2% | $14,255-98.8% | $7,344-97.7% |