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 | $14,154 | $115,770-87.8% | $101,248-86.0% | $158,922-91.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 39.76% | 56.14%-16.4pp | 46.47%-6.7pp | 302.83%-263.1pp |
| Employer contribution / active EE | $1,986 | $4,175-52.4% | $3,660-45.7% | $4,761-58.3% |
| Participant deferral / active EE | $3,994 | $4,957-19.4% | $4,370-8.6% | $5,982-33.2% |
| Admin fee / account holder | $130 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |