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 | $12,040 | $154,117-92.2% | $129,995-90.7% | $139,434-91.4% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 26.99% | 32.48%-5.5pp | -137.18%+164.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,903 | $5,289-45.1% | $4,320-32.8% | $4,751-38.9% |
| Participant deferral / active EE | $2,967 | $6,710-55.8% | $5,820-49.0% | $6,710-55.8% |
| Admin fee / account holder | $36 | $14,007-99.7% | $10,614-99.7% | $11,403-99.7% |