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 | $18,862 | $112,096-83.2% | $95,952-80.3% | $158,922-88.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.38% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,094 | $3,198-34.5% | $2,541-17.6% | $4,761-56.0% |
| Participant deferral / active EE | $2,158 | $4,784-54.9% | $4,167-48.2% | $5,982-63.9% |
| Admin fee / account holder | $182 | $10,130-98.2% | $6,795-97.3% | $11,246-98.4% |