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 3-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 | $17,658 | $109,881-83.9% | $150,045-88.2% | $84,808-79.2% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 44.23% | 28.25%+16.0pp | 62.55%-18.3pp | 40.90%+3.3pp |
| Employer contribution / active EE | $1,571 | $3,561-55.9% | $4,693-66.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,740 | $6,636-43.6% | $7,997-53.2% | $4,212-11.2% |
| Admin fee / account holder | $285 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |