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 | $22,664 | $185,822-87.8% | $169,993-86.7% | $139,434-83.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 32.74% | 60.50%-27.8pp | 53.37%-20.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $3,756 | $7,590-50.5% | $6,785-44.6% | $4,751-20.9% |
| Participant deferral / active EE | $7,036 | $11,622-39.5% | $10,408-32.4% | $6,710+4.9% |
| Admin fee / account holder | $121 | $15,381-99.2% | $12,815-99.1% | $11,403-98.9% |