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 | $11,209 | $201,272-94.4% | $184,203-93.9% | $145,922-92.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.70% | 29.00%-4.3pp | 28.81%-4.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,132 | $7,022-69.6% | $6,427-66.8% | $4,660-54.2% |
| Participant deferral / active EE | $4,072 | $9,806-58.5% | $9,131-55.4% | $6,688-39.1% |
| Admin fee / account holder | $171 | $16,364-99.0% | $13,901-98.8% | $13,397-98.7% |