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 7-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 | $15,931 | $65,041-75.5% | $90,951-82.5% | $79,858-80.1% |
| Participation rate | 91.2% | 61.6%+29.6pp | 69.0%+22.2pp | 69.6%+21.5pp |
| Annual return | 29.40% | 30.45%-1.1pp | 134.60%-105.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $1,920 | $1,247+54.0% | $2,122-9.5% | $2,471-22.3% |
| Participant deferral / active EE | $5,212 | $2,512+107.5% | $3,373+54.5% | $3,740+39.4% |
| Admin fee / account holder | $206 | $4,536-95.5% | $5,959-96.5% | $5,306-96.1% |