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 | $8,681 | $202,432-95.7% | $169,368-94.9% | $139,434-93.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 31.76% | 531.74%-500.0pp | 405.60%-373.8pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,452 | $4,692-69.1% | $4,013-63.8% | $4,751-69.4% |
| Participant deferral / active EE | $2,281 | $6,938-67.1% | $6,221-63.3% | $6,710-66.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |