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 | $6,747 | $114,381-94.1% | $107,525-93.7% | $142,382-95.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 18.81% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,215 | $4,015-69.7% | $3,754-67.6% | $4,299-71.7% |
| Participant deferral / active EE | $1,672 | $5,564-69.9% | $5,116-67.3% | $6,507-74.3% |
| Admin fee / account holder | $178 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |