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 | $24,327 | $116,875-79.2% | $141,084-82.8% | $116,875-79.2% |
| Participation rate | 97.1% | 74.5%+22.5pp | 63.5%+33.6pp | 74.5%+22.5pp |
| Annual return | 25.19% | 16.29%+8.9pp | -42.88%+68.1pp | 16.29%+8.9pp |
| Employer contribution / active EE | $3,597 | $3,288+9.4% | $2,224+61.7% | $3,288+9.4% |
| Participant deferral / active EE | $2,549 | $3,885-34.4% | $1,670+52.6% | $3,885-34.4% |
| Admin fee / account holder | $67 | $12,263-99.5% | $3,020-97.8% | $12,263-99.5% |