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 5-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 | $16,146 | $148,534-89.1% | $135,903-88.1% | $139,434-88.4% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 31.84% | 79.19%-47.4pp | 68.23%-36.4pp | 372.94%-341.1pp |
| Employer contribution / active EE | $2,053 | $5,243-60.8% | $4,856-57.7% | $4,751-56.8% |
| Participant deferral / active EE | $7,202 | $8,100-11.1% | $7,758-7.2% | $6,710+7.3% |
| Admin fee / account holder | $52 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |