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 3-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 | $31,014 | $95,803-67.6% | $113,168-72.6% | $84,808-63.4% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 48.41% | 25.00%+23.4pp | 24.27%+24.1pp | 40.90%+7.5pp |
| Employer contribution / active EE | $3,223 | $2,360+36.6% | $2,975+8.3% | $2,631+22.5% |
| Participant deferral / active EE | $5,158 | $4,242+21.6% | $5,107+1.0% | $4,212+22.5% |
| Admin fee / account holder | $186 | $8,989-97.9% | $12,068-98.5% | $7,344-97.5% |