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 | $15,627 | $140,940-88.9% | $112,229-86.1% | $139,434-88.8% |
| Participation rate | 92.9% | 79.2%+13.7pp | 72.4%+20.4pp | 80.3%+12.5pp |
| Annual return | 103.73% | 32.71%+71.0pp | 30.20%+73.5pp | 372.94%-269.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,107 | $5,874-47.1% | $4,798-35.2% | $6,710-53.7% |
| Admin fee / account holder | $222 | $9,954-97.8% | $7,748-97.1% | $11,403-98.1% |