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 | $5,974 | $202,432-97.0% | $169,368-96.5% | $139,434-95.7% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 36.31% | 531.74%-495.4pp | 405.60%-369.3pp | 372.94%-336.6pp |
| Employer contribution / active EE | $1,421 | $4,692-69.7% | $4,013-64.6% | $4,751-70.1% |
| Participant deferral / active EE | $2,406 | $6,938-65.3% | $6,221-61.3% | $6,710-64.1% |
| Admin fee / account holder | $118 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |