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 | $14,745 | $162,781-90.9% | $133,956-89.0% | $158,922-90.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 32.06% | 41.94%-9.9pp | 45.09%-13.0pp | 302.83%-270.8pp |
| Employer contribution / active EE | $2,335 | $4,975-53.1% | $3,919-40.4% | $4,761-51.0% |
| Participant deferral / active EE | $3,359 | $5,911-43.2% | $5,048-33.4% | $5,982-43.8% |
| Admin fee / account holder | $13 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |