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 9-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 | $26,850 | $152,587-82.4% | $125,175-78.5% | $152,861-82.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 24.45% | 54.84%-30.4pp | 43.79%-19.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,577 | $4,946-27.7% | $3,865-7.5% | $4,762-24.9% |
| Participant deferral / active EE | $3,778 | $5,868-35.6% | $4,937-23.5% | $5,850-35.4% |
| Admin fee / account holder | $4 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |