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 9-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 | $14,475 | $157,256-90.8% | $141,162-89.7% | $152,861-90.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 27.63% | 64.32%-36.7pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,415 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $3,515 | $7,109-50.6% | $6,709-47.6% | $5,850-39.9% |
| Admin fee / account holder | $71 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |