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 | $18,325 | $165,335-88.9% | $149,696-87.8% | $158,922-88.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.19% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,906 | $5,103-62.6% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $3,232 | $7,181-55.0% | $6,842-52.8% | $5,982-46.0% |
| Admin fee / account holder | $180 | $10,807-98.3% | $9,309-98.1% | $11,246-98.4% |