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 | $18,374 | $154,117-88.1% | $129,995-85.9% | $139,434-86.8% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 21.35% | 32.48%-11.1pp | -137.18%+158.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,206 | $5,289-58.3% | $4,320-48.9% | $4,751-53.6% |
| Participant deferral / active EE | $6,392 | $6,710-4.7% | $5,820+9.8% | $6,710-4.7% |
| Admin fee / account holder | $160 | $14,007-98.9% | $10,614-98.5% | $11,403-98.6% |