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 9-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 | $10,996 | $162,781-93.2% | $133,956-91.8% | $158,922-93.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.36% | 41.94%-10.6pp | 45.09%-13.7pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,156 | $4,975-56.7% | $3,919-45.0% | $4,761-54.7% |
| Participant deferral / active EE | $4,792 | $5,911-18.9% | $5,048-5.1% | $5,982-19.9% |
| Admin fee / account holder | $155 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |