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 8-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 | $14,327 | $157,256-90.9% | $141,162-89.9% | $152,861-90.6% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 24.73% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,599 | $5,261-50.6% | $4,735-45.1% | $4,762-45.4% |
| Participant deferral / active EE | $3,711 | $7,109-47.8% | $6,709-44.7% | $5,850-36.6% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |