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 8-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 | $14,369 | $209,411-93.1% | $178,490-91.9% | $158,922-91.0% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 17.11% | 188.75%-171.6pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,959 | $5,706-65.7% | $5,011-60.9% | $4,761-58.9% |
| Participant deferral / active EE | $2,507 | $5,954-57.9% | $5,202-51.8% | $5,982-58.1% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |