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 | $17,035 | $165,335-89.7% | $149,696-88.6% | $158,922-89.3% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 31.16% | 348.15%-317.0pp | 276.60%-245.4pp | 302.83%-271.7pp |
| Employer contribution / active EE | $2,206 | $5,103-56.8% | $4,644-52.5% | $4,761-53.7% |
| Participant deferral / active EE | $5,275 | $7,181-26.5% | $6,842-22.9% | $5,982-11.8% |
| Admin fee / account holder | $200 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |