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 | $11,635 | $175,202-93.4% | $149,673-92.2% | $139,434-91.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 34.31% | 166.71%-132.4pp | 134.42%-100.1pp | 372.94%-338.6pp |
| Employer contribution / active EE | $2,306 | $5,474-57.9% | $4,818-52.1% | $4,751-51.5% |
| Participant deferral / active EE | $4,065 | $6,519-37.6% | $5,680-28.4% | $6,710-39.4% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |