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 | $23,407 | $86,929-73.1% | $102,423-77.1% | $80,856-71.1% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 13.96% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $729 | $2,369-69.2% | $3,023-75.9% | $2,755-73.5% |
| Participant deferral / active EE | $2,178 | $4,118-47.1% | $5,053-56.9% | $4,296-49.3% |
| Admin fee / account holder | $121 | $8,049-98.5% | $9,451-98.7% | $6,918-98.2% |