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 | $10,300 | $73,933-86.1% | $96,683-89.3% | $75,163-86.3% |
| Participation rate | 91.1% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+23.9pp |
| Annual return | 23.80% | 26.70%-2.9pp | 35.69%-11.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $1,595 | $2,928-45.5% | $3,737-57.3% | $2,670-40.2% |
| Participant deferral / active EE | $2,486 | $3,659-32.1% | $4,878-49.0% | $4,125-39.7% |
| Admin fee / account holder | $250 | $5,216-95.2% | $6,730-96.3% | $5,651-95.6% |