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 | $15,367 | $148,534-89.7% | $135,903-88.7% | $139,434-89.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.50% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,101 | $5,243-79.0% | $4,856-77.3% | $4,751-76.8% |
| Participant deferral / active EE | $7,765 | $8,100-4.1% | $7,758+0.1% | $6,710+15.7% |
| Admin fee / account holder | $232 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |