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 8-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 | $14,292 | $202,318-92.9% | $172,739-91.7% | $152,861-90.7% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 31.17% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,699 | $5,856-71.0% | $5,143-67.0% | $4,762-64.3% |
| Participant deferral / active EE | $5,123 | $5,948-13.9% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $61 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |