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 | $13,064 | $64,324-79.7% | $118,925-89.0% | $79,858-83.6% |
| Participation rate | 94.7% | 64.9%+29.9pp | 75.4%+19.4pp | 69.6%+25.1pp |
| Annual return | 42.68% | 86.45%-43.8pp | 35.88%+6.8pp | 31.71%+11.0pp |
| Employer contribution / active EE | $2,801 | $1,836+52.5% | $3,263-14.2% | $2,471+13.3% |
| Participant deferral / active EE | $4,291 | $2,824+52.0% | $4,265+0.6% | $3,740+14.7% |
| Admin fee / account holder | $178 | $4,040-95.6% | $6,581-97.3% | $5,306-96.7% |