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 | $9,081 | $117,983-92.3% | $101,794-91.1% | $142,382-93.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 29.20% | 36.92%-7.7pp | 30.53%-1.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,876 | $2,773-32.3% | $2,289-18.0% | $4,299-56.4% |
| Participant deferral / active EE | $2,592 | $4,714-45.0% | $4,084-36.5% | $6,507-60.2% |
| Admin fee / account holder | $235 | $10,433-97.8% | $8,777-97.3% | $12,624-98.1% |