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 | $17,562 | $77,145-77.2% | $108,410-83.8% | $85,850-79.5% |
| Participation rate | 92.8% | 74.7%+18.1pp | 80.1%+12.6pp | 69.3%+23.5pp |
| Annual return | 19.92% | 44.54%-24.6pp | 905.27%-885.4pp | 318.53%-298.6pp |
| Employer contribution / active EE | $754 | $2,379-68.3% | $3,558-78.8% | $2,565-70.6% |
| Participant deferral / active EE | $4,533 | $5,566-18.6% | $6,563-30.9% | $3,952+14.7% |
| Admin fee / account holder | $13 | $5,172-99.8% | $7,295-99.8% | $6,260-99.8% |