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 5-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 | $32,828 | $109,413-70.0% | $156,263-79.0% | $84,808-61.3% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 29.58% | 20.18%+9.4pp | 59.47%-29.9pp | 40.90%-11.3pp |
| Employer contribution / active EE | $3,669 | $2,907+26.2% | $4,333-15.3% | $2,631+39.4% |
| Participant deferral / active EE | $9,689 | $4,590+111.1% | $6,158+57.3% | $4,212+130.1% |
| Admin fee / account holder | $6 | $9,357-99.9% | $14,255-100.0% | $7,344-99.9% |