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 10-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 | $19,868 | $72,492-72.6% | $87,100-77.2% | $72,985-72.8% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 32.97% | 24.46%+8.5pp | 28.19%+4.8pp | 81.00%-48.0pp |
| Employer contribution / active EE | $7,247 | $1,894+282.6% | $2,521+187.4% | $2,440+197.0% |
| Participant deferral / active EE | $3,766 | $3,270+15.2% | $4,049-7.0% | $3,607+4.4% |
| Admin fee / account holder | $18 | $5,055-99.6% | $7,497-99.8% | $5,124-99.6% |