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 3-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 | $16,633 | $127,065-86.9% | $113,168-85.3% | $142,382-88.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 43.94% | 24.03%+19.9pp | 24.27%+19.7pp | 217.08%-173.1pp |
| Employer contribution / active EE | $2,374 | $3,442-31.0% | $2,975-20.2% | $4,299-44.8% |
| Participant deferral / active EE | $6,916 | $5,716+21.0% | $5,107+35.4% | $6,507+6.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |