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 | $16,100 | $159,602-89.9% | $150,045-89.3% | $142,382-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.56% | 70.24%-38.7pp | 62.55%-31.0pp | 217.08%-185.5pp |
| Employer contribution / active EE | $4,501 | $4,961-9.3% | $4,693-4.1% | $4,299+4.7% |
| Participant deferral / active EE | $6,778 | $8,310-18.4% | $7,997-15.3% | $6,507+4.2% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |