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 9-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 | $13,352 | $176,056-92.4% | $159,436-91.6% | $167,490-92.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 48.66% | 331.75%-283.1pp | 263.57%-214.9pp | 478.56%-429.9pp |
| Employer contribution / active EE | $3,403 | $5,297-35.7% | $4,829-29.5% | $4,837-29.6% |
| Participant deferral / active EE | $5,687 | $7,750-26.6% | $7,352-22.7% | $6,341-10.3% |
| Admin fee / account holder | $289 | $12,554-97.7% | $10,799-97.3% | $12,309-97.7% |