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 | $16,436 | $98,750-83.4% | $149,696-89.0% | $79,858-79.4% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 62.36% | 27.43%+34.9pp | 276.60%-214.2pp | 31.71%+30.6pp |
| Employer contribution / active EE | $2,221 | $3,216-30.9% | $4,644-52.2% | $2,471-10.1% |
| Participant deferral / active EE | $7,463 | $5,680+31.4% | $6,842+9.1% | $3,740+99.5% |
| Admin fee / account holder | $232 | $6,053-96.2% | $9,309-97.5% | $5,306-95.6% |