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 7-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 | $19,495 | $80,968-75.9% | $96,544-79.8% | $75,163-74.1% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 16.24% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,663 | $2,282-27.1% | $2,965-43.9% | $2,670-37.7% |
| Participant deferral / active EE | $4,421 | $3,928+12.5% | $4,851-8.9% | $4,125+7.2% |
| Admin fee / account holder | $169 | $6,724-97.5% | $8,252-98.0% | $5,651-97.0% |