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 | $18,431 | $165,984-88.9% | $164,813-88.8% | $145,922-87.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 65.64% | 100.03%-34.4pp | 69.93%-4.3pp | 561.29%-495.6pp |
| Employer contribution / active EE | $3,879 | $5,273-26.4% | $4,341-10.6% | $4,660-16.8% |
| Participant deferral / active EE | $5,272 | $6,959-24.2% | $6,031-12.6% | $6,688-21.2% |
| Admin fee / account holder | $69 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |