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 | $14,298 | $159,602-91.0% | $150,045-90.5% | $142,382-90.0% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 28.98% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,795 | $4,961-63.8% | $4,693-61.8% | $4,299-58.3% |
| Participant deferral / active EE | $3,254 | $8,310-60.8% | $7,997-59.3% | $6,507-50.0% |
| Admin fee / account holder | $260 | $14,846-98.3% | $13,435-98.1% | $12,624-97.9% |