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 | $11,993 | $116,175-89.7% | $93,606-87.2% | $152,861-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 68.95% | 35.96%+33.0pp | 32.76%+36.2pp | 345.32%-276.4pp |
| Employer contribution / active EE | $3,644 | $3,218+13.2% | $2,718+34.1% | $4,762-23.5% |
| Participant deferral / active EE | $6,084 | $4,603+32.2% | $4,069+49.5% | $5,850+4.0% |
| Admin fee / account holder | $253 | $10,748-97.6% | $7,888-96.8% | $11,596-97.8% |