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 | $13,093 | $209,411-93.7% | $178,490-92.7% | $158,922-91.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 34.67% | 188.75%-154.1pp | 151.07%-116.4pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,497 | $5,706-73.8% | $5,011-70.1% | $4,761-68.6% |
| Participant deferral / active EE | $3,330 | $5,954-44.1% | $5,202-36.0% | $5,982-44.3% |
| Admin fee / account holder | $42 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |