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 | $22,615 | $124,319-81.8% | $111,297-79.7% | $167,490-86.5% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 16.10% | 37.44%-21.3pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,049 | $3,435-40.3% | $2,731-25.0% | $4,837-57.6% |
| Participant deferral / active EE | $3,769 | $5,180-27.2% | $4,487-16.0% | $6,341-40.6% |
| Admin fee / account holder | $109 | $10,618-99.0% | $7,964-98.6% | $12,309-99.1% |