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 4-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 | $19,661 | $185,822-89.4% | $169,993-88.4% | $139,434-85.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 27.43% | 60.50%-33.1pp | 53.37%-25.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,101 | $7,590-72.3% | $6,785-69.0% | $4,751-55.8% |
| Participant deferral / active EE | $4,925 | $11,622-57.6% | $10,408-52.7% | $6,710-26.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |