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 3-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 | $30,984 | $94,625-67.3% | $116,228-73.3% | $84,808-63.5% |
| Participation rate | 84.3% | 70.4%+13.9pp | 74.6%+9.8pp | 68.3%+16.0pp |
| Annual return | 23.96% | 20.40%+3.6pp | 90.06%-66.1pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,503 | $2,347+49.3% | $2,994+17.0% | $2,631+33.1% |
| Participant deferral / active EE | $5,942 | $3,972+49.6% | $4,953+20.0% | $4,212+41.1% |
| Admin fee / account holder | $52 | $10,091-99.5% | $11,989-99.6% | $7,344-99.3% |