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 | $14,493 | $74,927-80.7% | $101,794-85.8% | $84,808-82.9% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.2%+28.4pp | 68.3%+29.2pp |
| Annual return | 18.81% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,738 | $1,522+14.2% | $2,289-24.1% | $2,631-33.9% |
| Participant deferral / active EE | $3,335 | $3,099+7.6% | $4,084-18.3% | $4,212-20.8% |
| Admin fee / account holder | $215 | $6,514-96.7% | $8,777-97.6% | $7,344-97.1% |