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 | $13,074 | $228,332-94.3% | $185,823-93.0% | $158,922-91.8% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 23.81% | 40.80%-17.0pp | 35.95%-12.1pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,383 | $4,967-72.2% | $4,087-66.2% | $4,761-71.0% |
| Participant deferral / active EE | $2,473 | $6,415-61.5% | $5,632-56.1% | $5,982-58.7% |
| Admin fee / account holder | $101 | $11,864-99.1% | $9,500-98.9% | $11,246-99.1% |