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 7-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 | $8,995 | $209,411-95.7% | $178,490-95.0% | $158,922-94.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 25.99% | 188.75%-162.8pp | 151.07%-125.1pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,349 | $5,706-76.4% | $5,011-73.1% | $4,761-71.7% |
| Participant deferral / active EE | $4,208 | $5,954-29.3% | $5,202-19.1% | $5,982-29.7% |
| Admin fee / account holder | $26 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |