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 | $18,753 | $157,256-88.1% | $141,162-86.7% | $152,861-87.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 79.13% | 64.32%+14.8pp | 71.39%+7.7pp | 345.32%-266.2pp |
| Employer contribution / active EE | $1,511 | $5,261-71.3% | $4,735-68.1% | $4,762-68.3% |
| Participant deferral / active EE | $3,745 | $7,109-47.3% | $6,709-44.2% | $5,850-36.0% |
| Admin fee / account holder | $67 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |