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 | $17,602 | $112,096-84.3% | $95,952-81.7% | $158,922-88.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.21% | 171.09%-145.9pp | 91.61%-66.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,416 | $3,198-24.4% | $2,541-4.9% | $4,761-49.2% |
| Participant deferral / active EE | $6,525 | $4,784+36.4% | $4,167+56.6% | $5,982+9.1% |
| Admin fee / account holder | $119 | $10,130-98.8% | $6,795-98.2% | $11,246-98.9% |