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 5-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 | $18,006 | $86,929-79.3% | $102,423-82.4% | $80,856-77.7% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.6%+4.2pp |
| Annual return | 27.54% | 18.88%+8.7pp | 29.32%-1.8pp | 35.59%-8.1pp |
| Employer contribution / active EE | $1,606 | $2,369-32.2% | $3,023-46.9% | $2,755-41.7% |
| Participant deferral / active EE | $2,377 | $4,118-42.3% | $5,053-53.0% | $4,296-44.7% |
| Admin fee / account holder | $156 | $8,049-98.1% | $9,451-98.3% | $6,918-97.7% |