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 | $19,952 | $89,753-77.8% | $107,525-81.4% | $84,808-76.5% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 35.41% | 29.48%+5.9pp | 181.32%-145.9pp | 40.90%-5.5pp |
| Employer contribution / active EE | $3,759 | $3,113+20.7% | $3,754+0.1% | $2,631+42.9% |
| Participant deferral / active EE | $6,649 | $4,056+63.9% | $5,116+30.0% | $4,212+57.9% |
| Admin fee / account holder | $86 | $7,222-98.8% | $8,919-99.0% | $7,344-98.8% |