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 | $9,774 | $179,726-94.6% | $156,263-93.7% | $142,382-93.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 23.36% | 77.86%-54.5pp | 59.47%-36.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,511 | $5,069-70.2% | $4,333-65.1% | $4,299-64.9% |
| Participant deferral / active EE | $2,495 | $6,956-64.1% | $6,158-59.5% | $6,507-61.7% |
| Admin fee / account holder | $221 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |