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 8-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 | $17,420 | $165,335-89.5% | $149,696-88.4% | $158,922-89.0% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 29.04% | 348.15%-319.1pp | 276.60%-247.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $1,947 | $5,103-61.8% | $4,644-58.1% | $4,761-59.1% |
| Participant deferral / active EE | $5,002 | $7,181-30.3% | $6,842-26.9% | $5,982-16.4% |
| Admin fee / account holder | $204 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |