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 | $15,474 | $159,602-90.3% | $150,045-89.7% | $142,382-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.11% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,014 | $4,961-59.4% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $5,010 | $8,310-39.7% | $7,997-37.4% | $6,507-23.0% |
| Admin fee / account holder | $56 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |