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 | $8,249 | $72,277-88.6% | $101,248-91.9% | $79,858-89.7% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 21.80% | 22.30%-0.5pp | 46.47%-24.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $776 | $2,692-71.2% | $3,660-78.8% | $2,471-68.6% |
| Participant deferral / active EE | $3,380 | $3,282+3.0% | $4,370-22.7% | $3,740-9.6% |
| Admin fee / account holder | $205 | $4,400-95.3% | $5,945-96.6% | $5,306-96.1% |