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 | $28,791 | $209,411-86.3% | $178,490-83.9% | $158,922-81.9% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 76.11% | 188.75%-112.6pp | 151.07%-75.0pp | 302.83%-226.7pp |
| Employer contribution / active EE | $1,346 | $5,706-76.4% | $5,011-73.1% | $4,761-71.7% |
| Participant deferral / active EE | $2,880 | $5,954-51.6% | $5,202-44.6% | $5,982-51.9% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |