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 4-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 | $19,384 | $185,822-89.6% | $169,993-88.6% | $139,434-86.1% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 29.88% | 60.50%-30.6pp | 53.37%-23.5pp | 372.94%-343.1pp |
| Employer contribution / active EE | $4,929 | $7,590-35.1% | $6,785-27.4% | $4,751+3.8% |
| Participant deferral / active EE | $7,971 | $11,622-31.4% | $10,408-23.4% | $6,710+18.8% |
| Admin fee / account holder | $167 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |