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 6-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 | $16,708 | $176,056-90.5% | $159,436-89.5% | $167,490-90.0% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 16.47% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,703 | $5,297+7.7% | $4,829+18.1% | $4,837+17.9% |
| Participant deferral / active EE | $6,611 | $7,750-14.7% | $7,352-10.1% | $6,341+4.3% |
| Admin fee / account holder | $16 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |