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 | $17,040 | $79,944-78.7% | $98,439-82.7% | $75,163-77.3% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.2%+8.8pp | 67.2%+16.8pp |
| Annual return | 31.33% | 19.75%+11.6pp | 21.16%+10.2pp | 160.62%-129.3pp |
| Employer contribution / active EE | $2,717 | $2,264+20.0% | $3,048-10.9% | $2,670+1.8% |
| Participant deferral / active EE | $4,772 | $3,752+27.2% | $4,738+0.7% | $4,125+15.7% |
| Admin fee / account holder | $199 | $6,840-97.1% | $8,948-97.8% | $5,651-96.5% |