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 | $19,244 | $153,311-87.4% | $109,313-82.4% | $273,961-93.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.74% | 29.86%-22.1pp | 22.07%-14.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,882 | $5,619-66.5% | $3,892-51.6% | $4,869-61.3% |
| Participant deferral / active EE | $4,156 | $3,932+5.7% | $3,166+31.3% | $5,287-21.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |