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 | $22,662 | $109,881-79.4% | $150,045-84.9% | $84,808-73.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 25.80% | 28.25%-2.4pp | 62.55%-36.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $3,511 | $3,561-1.4% | $4,693-25.2% | $2,631+33.5% |
| Participant deferral / active EE | $5,111 | $6,636-23.0% | $7,997-36.1% | $4,212+21.4% |
| Admin fee / account holder | $223 | $8,568-97.4% | $13,435-98.3% | $7,344-97.0% |