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 | $25,323 | $185,822-86.4% | $169,993-85.1% | $139,434-81.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 22.94% | 60.50%-37.6pp | 53.37%-30.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,329 | $7,590-69.3% | $6,785-65.7% | $4,751-51.0% |
| Participant deferral / active EE | $4,162 | $11,622-64.2% | $10,408-60.0% | $6,710-38.0% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |