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 | $15,411 | $159,901-90.4% | $146,958-89.5% | $145,922-89.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 23.54% | 98.13%-74.6pp | 418.34%-394.8pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,130 | $5,286-78.6% | $4,933-77.1% | $4,660-75.8% |
| Participant deferral / active EE | $3,163 | $8,428-62.5% | $8,070-60.8% | $6,688-52.7% |
| Admin fee / account holder | $234 | $15,044-98.4% | $12,998-98.2% | $13,397-98.3% |