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 | $10,544 | $52,279-79.8% | $89,391-88.2% | $79,858-86.8% |
| Participation rate | 91.5% | 57.5%+34.0pp | 68.0%+23.5pp | 69.6%+21.9pp |
| Annual return | 25.27% | 22.16%+3.1pp | 245.62%-220.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,411 | $1,572-10.2% | $2,586-45.4% | $2,471-42.9% |
| Participant deferral / active EE | $2,450 | $2,740-10.6% | $3,890-37.0% | $3,740-34.5% |
| Admin fee / account holder | $180 | $3,356-94.6% | $4,881-96.3% | $5,306-96.6% |