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 | $13,054 | $127,777-89.8% | $106,548-87.7% | $167,490-92.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 21.81% | 33.87%-12.1pp | 26.80%-5.0pp | 478.56%-456.7pp |
| Employer contribution / active EE | $2,439 | $3,427-28.8% | $2,819-13.5% | $4,837-49.6% |
| Participant deferral / active EE | $3,495 | $5,087-31.3% | $4,398-20.5% | $6,341-44.9% |
| Admin fee / account holder | $121 | $11,228-98.9% | $7,407-98.4% | $12,309-99.0% |