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 | $9,004 | $46,553-80.7% | $64,056-85.9% | $75,163-88.0% |
| Participation rate | 83.3% | 65.9%+17.4pp | 72.3%+11.0pp | 67.2%+16.1pp |
| Annual return | 16.81% | 26.03%-9.2pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $990 | $1,974-49.9% | $2,747-64.0% | $2,670-62.9% |
| Participant deferral / active EE | $1,765 | $2,837-37.8% | $3,880-54.5% | $4,125-57.2% |
| Admin fee / account holder | $80 | $2,952-97.3% | $3,068-97.4% | $5,651-98.6% |