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 4-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 | $9,320 | $177,572-94.8% | $154,803-94.0% | $142,382-93.5% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 21.50% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,994 | $4,810-58.5% | $4,305-53.7% | $4,299-53.6% |
| Participant deferral / active EE | $3,009 | $6,272-52.0% | $5,540-45.7% | $6,507-53.8% |
| Admin fee / account holder | $143 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |