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 9-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 | $19,145 | $180,028-89.4% | $138,135-86.1% | $158,922-88.0% |
| Participation rate | 70.6% | 82.2%-11.6pp | 78.7%-8.1pp | 82.0%-11.4pp |
| Annual return | 27.17% | 21.68%+5.5pp | 20.51%+6.7pp | 302.83%-275.7pp |
| Employer contribution / active EE | $3,705 | $7,470-50.4% | $5,587-33.7% | $4,761-22.2% |
| Participant deferral / active EE | $3,930 | $7,717-49.1% | $6,431-38.9% | $5,982-34.3% |
| Admin fee / account holder | $51 | $17,912-99.7% | $11,856-99.6% | $11,246-99.5% |