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 | $14,419 | $165,984-91.3% | $164,813-91.3% | $145,922-90.1% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 17.78% | 100.03%-82.3pp | 69.93%-52.2pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,422 | $5,273-73.0% | $4,341-67.2% | $4,660-69.5% |
| Participant deferral / active EE | $3,895 | $6,959-44.0% | $6,031-35.4% | $6,688-41.8% |
| Admin fee / account holder | $194 | $16,648-98.8% | $12,690-98.5% | $13,397-98.6% |