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 | $8,282 | $115,882-92.9% | $100,516-91.8% | $158,922-94.8% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 38.04% | 34.79%+3.2pp | 30.89%+7.2pp | 302.83%-264.8pp |
| Employer contribution / active EE | $1,940 | $4,103-52.7% | $3,418-43.2% | $4,761-59.3% |
| Participant deferral / active EE | $3,689 | $6,674-44.7% | $6,270-41.2% | $5,982-38.3% |
| Admin fee / account holder | $23 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |