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 4-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 | $13,300 | $165,984-92.0% | $164,813-91.9% | $145,922-90.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.79% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,744 | $5,273-48.0% | $4,341-36.8% | $4,660-41.1% |
| Participant deferral / active EE | $3,801 | $6,959-45.4% | $6,031-37.0% | $6,688-43.2% |
| Admin fee / account holder | $133 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |