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 | $17,229 | $176,812-90.3% | $146,665-88.3% | $167,490-89.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 16.99% | 24.03%-7.0pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,126 | $5,160-58.8% | $4,136-48.6% | $4,837-56.0% |
| Participant deferral / active EE | $5,234 | $6,440-18.7% | $5,506-4.9% | $6,341-17.5% |
| Admin fee / account holder | $13 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |