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 | $10,007 | $202,432-95.1% | $169,368-94.1% | $139,434-92.8% |
| Participation rate | 95.8% | 81.1%+14.8pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 34.87% | 531.74%-496.9pp | 405.60%-370.7pp | 372.94%-338.1pp |
| Employer contribution / active EE | $2,038 | $4,692-56.6% | $4,013-49.2% | $4,751-57.1% |
| Participant deferral / active EE | $4,453 | $6,938-35.8% | $6,221-28.4% | $6,710-33.6% |
| Admin fee / account holder | $67 | $10,708-99.4% | $9,003-99.3% | $11,403-99.4% |