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 10-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 | $26,703 | $209,411-87.2% | $178,490-85.0% | $158,922-83.2% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 6.72% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,895 | $5,706-49.3% | $5,011-42.2% | $4,761-39.2% |
| Participant deferral / active EE | $3,106 | $5,954-47.8% | $5,202-40.3% | $5,982-48.1% |
| Admin fee / account holder | $73 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |