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 8-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 | $13,074 | $78,422-83.3% | $95,952-86.4% | $79,858-83.6% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.6pp |
| Annual return | 29.40% | 19.37%+10.0pp | 91.61%-62.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $1,554 | $1,945-20.1% | $2,541-38.8% | $2,471-37.1% |
| Participant deferral / active EE | $3,890 | $3,440+13.1% | $4,167-6.6% | $3,740+4.0% |
| Admin fee / account holder | $143 | $5,622-97.5% | $6,795-97.9% | $5,306-97.3% |