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 | $10,982 | $148,534-92.6% | $135,903-91.9% | $139,434-92.1% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 19.66% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,024 | $5,243-80.5% | $4,856-78.9% | $4,751-78.4% |
| Participant deferral / active EE | $2,550 | $8,100-68.5% | $7,758-67.1% | $6,710-62.0% |
| Admin fee / account holder | $153 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |