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 | $12,659 | $179,726-93.0% | $156,263-91.9% | $142,382-91.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 19.00% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,546 | $5,069-69.5% | $4,333-64.3% | $4,299-64.0% |
| Participant deferral / active EE | $2,785 | $6,956-60.0% | $6,158-54.8% | $6,507-57.2% |
| Admin fee / account holder | $102 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |