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 7-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 | $18,446 | $110,257-83.3% | $96,544-80.9% | $139,434-86.8% |
| Participation rate | 81.0% | 78.1%+2.9pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 20.41% | 26.32%-5.9pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,354 | $3,620-62.6% | $2,965-54.3% | $4,751-71.5% |
| Participant deferral / active EE | $2,090 | $5,548-62.3% | $4,851-56.9% | $6,710-68.8% |
| Admin fee / account holder | $3 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |