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 | $13,704 | $112,881-87.9% | $90,951-84.9% | $158,922-91.4% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 20.27% | 215.79%-195.5pp | 134.60%-114.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,097 | $2,893-27.5% | $2,122-1.2% | $4,761-56.0% |
| Participant deferral / active EE | $2,993 | $4,128-27.5% | $3,373-11.3% | $5,982-50.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |