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 4-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 | $11,509 | $159,602-92.8% | $150,045-92.3% | $142,382-91.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 35.04% | 70.24%-35.2pp | 62.55%-27.5pp | 217.08%-182.0pp |
| Employer contribution / active EE | $2,510 | $4,961-49.4% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $3,534 | $8,310-57.5% | $7,997-55.8% | $6,507-45.7% |
| Admin fee / account holder | $151 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |