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 | $12,962 | $133,922-90.3% | $116,228-88.8% | $142,382-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.54% | 147.76%-125.2pp | 90.06%-67.5pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,740 | $3,446-49.5% | $2,994-41.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,691 | $5,672-52.5% | $4,953-45.7% | $6,507-58.6% |
| Admin fee / account holder | $32 | $14,945-99.8% | $11,989-99.7% | $12,624-99.7% |