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 | $12,464 | $68,346-81.8% | $94,646-86.8% | $75,163-83.4% |
| Participation rate | 81.5% | 76.1%+5.4pp | 80.8%+0.7pp | 67.2%+14.3pp |
| Annual return | 38.41% | 616.93%-578.5pp | 156.71%-118.3pp | 160.62%-122.2pp |
| Employer contribution / active EE | $1,546 | $2,701-42.8% | $3,672-57.9% | $2,670-42.1% |
| Participant deferral / active EE | $4,259 | $6,537-34.8% | $7,418-42.6% | $4,125+3.3% |
| Admin fee / account holder | $1 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |