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 | $9,773 | $107,334-90.9% | $92,893-89.5% | $152,861-93.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 31.18% | 145.58%-114.4pp | 109.41%-78.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $2,813 | $4,221-33.3% | $3,653-23.0% | $4,762-40.9% |
| Participant deferral / active EE | $4,026 | $4,845-16.9% | $4,236-5.0% | $5,850-31.2% |
| Admin fee / account holder | $279 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |