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 | $10,928 | $183,963-94.1% | $162,163-93.3% | $152,861-92.9% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 51.44% | 150.76%-99.3pp | 115.59%-64.2pp | 345.32%-293.9pp |
| Employer contribution / active EE | $1,604 | $6,371-74.8% | $5,614-71.4% | $4,762-66.3% |
| Participant deferral / active EE | $4,451 | $8,034-44.6% | $7,298-39.0% | $5,850-23.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |