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 | $9,747 | $106,515-90.8% | $96,683-89.9% | $139,434-93.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 83.90% | 38.43%+45.5pp | 35.69%+48.2pp | 372.94%-289.0pp |
| Employer contribution / active EE | $1,065 | $4,103-74.1% | $3,737-71.5% | $4,751-77.6% |
| Participant deferral / active EE | $1,924 | $5,454-64.7% | $4,878-60.6% | $6,710-71.3% |
| Admin fee / account holder | $248 | $7,877-96.9% | $6,730-96.3% | $11,403-97.8% |