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 | $20,719 | $89,753-76.9% | $107,525-80.7% | $84,808-75.6% |
| Participation rate | 78.8% | 68.1%+10.7pp | 75.1%+3.7pp | 68.3%+10.5pp |
| Annual return | 15.16% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,236 | $3,113-28.2% | $3,754-40.4% | $2,631-15.0% |
| Participant deferral / active EE | $2,286 | $4,056-43.6% | $5,116-55.3% | $4,212-45.7% |
| Admin fee / account holder | $201 | $7,222-97.2% | $8,919-97.7% | $7,344-97.3% |