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 6-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 | $19,630 | $176,056-88.9% | $159,436-87.7% | $167,490-88.3% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 23.61% | 331.75%-308.1pp | 263.57%-240.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,911 | $5,297-63.9% | $4,829-60.4% | $4,837-60.5% |
| Participant deferral / active EE | $4,336 | $7,750-44.1% | $7,352-41.0% | $6,341-31.6% |
| Admin fee / account holder | $67 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |