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 | $13,498 | $99,652-86.5% | $78,778-82.9% | $147,584-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.85% | 47.28%-28.4pp | 35.62%-16.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,683 | $2,796+103.3% | $1,986+186.2% | $4,876+16.5% |
| Participant deferral / active EE | $3,739 | $3,664+2.1% | $2,958+26.4% | $5,439-31.2% |
| Admin fee / account holder | $218 | $7,155-97.0% | $5,134-95.8% | $10,885-98.0% |