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 | $13,324 | $159,602-91.7% | $150,045-91.1% | $142,382-90.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 29.80% | 70.24%-40.4pp | 62.55%-32.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,359 | $4,961-72.6% | $4,693-71.1% | $4,299-68.4% |
| Participant deferral / active EE | $3,903 | $8,310-53.0% | $7,997-51.2% | $6,507-40.0% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |