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 | $20,388 | $104,251-80.4% | $91,001-77.6% | $147,584-86.2% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | 21.39% | 27.06%-5.7pp | 4.60%+16.8pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,022 | $3,116-35.1% | $2,456-17.7% | $4,876-58.5% |
| Participant deferral / active EE | $4,610 | $4,195+9.9% | $3,547+30.0% | $5,439-15.2% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,885-99.8% |