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 | $12,087 | $133,922-91.0% | $116,228-89.6% | $142,382-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 164.37% | 147.76%+16.6pp | 90.06%+74.3pp | 217.08%-52.7pp |
| Employer contribution / active EE | $1,314 | $3,446-61.9% | $2,994-56.1% | $4,299-69.4% |
| Participant deferral / active EE | $1,878 | $5,672-66.9% | $4,953-62.1% | $6,507-71.1% |
| Admin fee / account holder | $1 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |