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 | $10,163 | $118,450-91.4% | $98,439-89.7% | $139,434-92.7% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 884.43% | 18.94%+865.5pp | 21.16%+863.3pp | 372.94%+511.5pp |
| Employer contribution / active EE | $3,482 | $3,609-3.5% | $3,048+14.2% | $4,751-26.7% |
| Participant deferral / active EE | $4,165 | $5,392-22.7% | $4,738-12.1% | $6,710-37.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |