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 | $4,856 | $202,432-97.6% | $169,368-97.1% | $139,434-96.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.91% | 531.74%-508.8pp | 405.60%-382.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $877 | $4,692-81.3% | $4,013-78.1% | $4,751-81.5% |
| Participant deferral / active EE | $1,978 | $6,938-71.5% | $6,221-68.2% | $6,710-70.5% |
| Admin fee / account holder | $79 | $10,708-99.3% | $9,003-99.1% | $11,403-99.3% |