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 5-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 | $14,412 | $183,519-92.1% | $155,509-90.7% | $145,922-90.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,044 | $5,313-61.5% | $4,672-56.3% | $4,660-56.1% |
| Participant deferral / active EE | $4,424 | $6,462-31.6% | $5,626-21.4% | $6,688-33.9% |
| Admin fee / account holder | $51 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |