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 9-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 | $8,827 | $49,227-82.1% | $70,449-87.5% | $79,858-88.9% |
| Participation rate | 93.1% | 69.2%+23.9pp | 75.1%+18.0pp | 69.6%+23.5pp |
| Annual return | 19.07% | 30.06%-11.0pp | 109.03%-90.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,151 | $2,099-45.1% | $2,737-57.9% | $2,471-53.4% |
| Participant deferral / active EE | $2,234 | $2,768-19.3% | $3,709-39.8% | $3,740-40.3% |
| Admin fee / account holder | $62 | $2,878-97.8% | $3,845-98.4% | $5,306-98.8% |