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 | $18,333 | $227,553-91.9% | $189,557-90.3% | $167,490-89.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.37% | 78.40%-58.0pp | 64.17%-43.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,267 | $7,002+3.8% | $6,174+17.7% | $6,341+14.6% |
| Admin fee / account holder | $62 | $11,878-99.5% | $9,807-99.4% | $12,309-99.5% |