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 | $21,166 | $214,378-90.1% | $200,582-89.4% | $142,382-85.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 49.25% | 46.41%+2.8pp | 42.33%+6.9pp | 217.08%-167.8pp |
| Employer contribution / active EE | $1,582 | $6,841-76.9% | $6,419-75.3% | $4,299-63.2% |
| Participant deferral / active EE | $3,533 | $9,865-64.2% | $9,331-62.1% | $6,507-45.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |