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 | $11,214 | $106,515-89.5% | $96,683-88.4% | $139,434-92.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 35.35% | 38.43%-3.1pp | 35.69%-0.3pp | 372.94%-337.6pp |
| Employer contribution / active EE | $1,996 | $4,103-51.4% | $3,737-46.6% | $4,751-58.0% |
| Participant deferral / active EE | $5,207 | $5,454-4.5% | $4,878+6.7% | $6,710-22.4% |
| Admin fee / account holder | $64 | $7,877-99.2% | $6,730-99.1% | $11,403-99.4% |