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 | $29,657 | $209,411-85.8% | $178,490-83.4% | $158,922-81.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 30.10% | 188.75%-158.7pp | 151.07%-121.0pp | 302.83%-272.7pp |
| Employer contribution / active EE | $2,881 | $5,706-49.5% | $5,011-42.5% | $4,761-39.5% |
| Participant deferral / active EE | $4,719 | $5,954-20.7% | $5,202-9.3% | $5,982-21.1% |
| Admin fee / account holder | $105 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |