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 | $7,460 | $107,334-93.0% | $92,893-92.0% | $152,861-95.1% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 89.83% | 145.58%-55.8pp | 109.41%-19.6pp | 345.32%-255.5pp |
| Employer contribution / active EE | $2,020 | $4,221-52.2% | $3,653-44.7% | $4,762-57.6% |
| Participant deferral / active EE | $2,931 | $4,845-39.5% | $4,236-30.8% | $5,850-49.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |