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 | $16,986 | $175,202-90.3% | $149,673-88.7% | $139,434-87.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.82% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,364 | $5,474-75.1% | $4,818-71.7% | $4,751-71.3% |
| Participant deferral / active EE | $2,343 | $6,519-64.1% | $5,680-58.8% | $6,710-65.1% |
| Admin fee / account holder | $292 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |