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 3-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 | $12,830 | $159,602-92.0% | $150,045-91.4% | $142,382-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.11% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $4,718 | $4,961-4.9% | $4,693+0.5% | $4,299+9.7% |
| Participant deferral / active EE | $4,807 | $8,310-42.2% | $7,997-39.9% | $6,507-26.1% |
| Admin fee / account holder | $88 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |