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 | $12,447 | $107,334-88.4% | $92,893-86.6% | $152,861-91.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 33.25% | 145.58%-112.3pp | 109.41%-76.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,293 | $4,221-69.4% | $3,653-64.6% | $4,762-72.9% |
| Participant deferral / active EE | $5,965 | $4,845+23.1% | $4,236+40.8% | $5,850+2.0% |
| Admin fee / account holder | $163 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |