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 | $17,372 | $109,881-84.2% | $150,045-88.4% | $84,808-79.5% |
| Participation rate | 78.4% | 76.1%+2.3pp | 82.3%-3.9pp | 68.3%+10.1pp |
| Annual return | 25.12% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $2,422 | $3,561-32.0% | $4,693-48.4% | $2,631-7.9% |
| Participant deferral / active EE | $3,370 | $6,636-49.2% | $7,997-57.9% | $4,212-20.0% |
| Admin fee / account holder | $63 | $8,568-99.3% | $13,435-99.5% | $7,344-99.1% |