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 7-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 | $20,481 | $165,335-87.6% | $149,696-86.3% | $158,922-87.1% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 48.36% | 348.15%-299.8pp | 276.60%-228.2pp | 302.83%-254.5pp |
| Employer contribution / active EE | $3,241 | $5,103-36.5% | $4,644-30.2% | $4,761-31.9% |
| Participant deferral / active EE | $6,855 | $7,181-4.5% | $6,842+0.2% | $5,982+14.6% |
| Admin fee / account holder | $63 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |