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 | $15,013 | $124,281-87.9% | $109,143-86.2% | $167,490-91.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 43.42% | 26.04%+17.4pp | 25.75%+17.7pp | 478.56%-435.1pp |
| Employer contribution / active EE | $4,626 | $4,207+9.9% | $3,722+24.3% | $4,837-4.4% |
| Participant deferral / active EE | $4,808 | $5,255-8.5% | $4,653+3.3% | $6,341-24.2% |
| Admin fee / account holder | $261 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |