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 | $20,573 | $162,781-87.4% | $133,956-84.6% | $158,922-87.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 22.37% | 41.94%-19.6pp | 45.09%-22.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $936 | $4,975-81.2% | $3,919-76.1% | $4,761-80.3% |
| Participant deferral / active EE | $3,204 | $5,911-45.8% | $5,048-36.5% | $5,982-46.4% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |