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 | $18,248 | $179,726-89.8% | $156,263-88.3% | $142,382-87.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 29.02% | 77.86%-48.8pp | 59.47%-30.4pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,938 | $5,069-42.1% | $4,333-32.2% | $4,299-31.7% |
| Participant deferral / active EE | $5,445 | $6,956-21.7% | $6,158-11.6% | $6,507-16.3% |
| Admin fee / account holder | $187 | $17,272-98.9% | $14,255-98.7% | $12,624-98.5% |