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 10-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 | $30,131 | $181,894-83.4% | $156,549-80.8% | $273,961-89.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 44.24% | 30.74%+13.5pp | 32.23%+12.0pp | 41.45%+2.8pp |
| Employer contribution / active EE | $12,356 | $6,248+97.8% | $5,501+124.6% | $4,869+153.8% |
| Participant deferral / active EE | $6,391 | $5,550+15.2% | $4,871+31.2% | $5,287+20.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |