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 | $21,599 | $80,968-73.3% | $96,544-77.6% | $75,163-71.3% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 24.87% | 27.06%-2.2pp | 25.84%-1.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $2,722 | $2,282+19.3% | $2,965-8.2% | $2,670+1.9% |
| Participant deferral / active EE | $3,901 | $3,928-0.7% | $4,851-19.6% | $4,125-5.4% |
| Admin fee / account holder | $58 | $6,724-99.1% | $8,252-99.3% | $5,651-99.0% |