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 3-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 | $13,659 | $210,648-93.5% | $177,989-92.3% | $145,922-90.6% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.51% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,659 | $4,565-63.7% | $3,949-58.0% | $4,660-64.4% |
| Participant deferral / active EE | $4,160 | $6,958-40.2% | $6,276-33.7% | $6,688-37.8% |
| Admin fee / account holder | $4 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |