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 | $26,356 | $162,781-83.8% | $133,956-80.3% | $158,922-83.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 20.89% | 41.94%-21.1pp | 45.09%-24.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,822 | $4,975-63.4% | $3,919-53.5% | $4,761-61.7% |
| Participant deferral / active EE | $2,338 | $5,911-60.4% | $5,048-53.7% | $5,982-60.9% |
| Admin fee / account holder | $10 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |