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 | $9,977 | $148,534-93.3% | $135,903-92.7% | $139,434-92.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.44% | 79.19%-54.8pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,808 | $5,243-65.5% | $4,856-62.8% | $4,751-61.9% |
| Participant deferral / active EE | $3,547 | $8,100-56.2% | $7,758-54.3% | $6,710-47.1% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |