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 | $14,245 | $183,963-92.3% | $162,163-91.2% | $152,861-90.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 41.95% | 150.76%-108.8pp | 115.59%-73.6pp | 345.32%-303.4pp |
| Employer contribution / active EE | $1,913 | $6,371-70.0% | $5,614-65.9% | $4,762-59.8% |
| Participant deferral / active EE | $6,290 | $8,034-21.7% | $7,298-13.8% | $5,850+7.5% |
| Admin fee / account holder | $40 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |