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 | $11,812 | $78,422-84.9% | $95,952-87.7% | $79,858-85.2% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.7pp |
| Annual return | 22.53% | 19.37%+3.2pp | 91.61%-69.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,306 | $1,945-32.9% | $2,541-48.6% | $2,471-47.2% |
| Participant deferral / active EE | $2,897 | $3,440-15.8% | $4,167-30.5% | $3,740-22.6% |
| Admin fee / account holder | $296 | $5,622-94.7% | $6,795-95.7% | $5,306-94.4% |