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 | $15,908 | $183,519-91.3% | $155,509-89.8% | $145,922-89.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.87% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,834 | $5,313-9.0% | $4,672+3.4% | $4,660+3.7% |
| Participant deferral / active EE | $4,834 | $6,462-25.2% | $5,626-14.1% | $6,688-27.7% |
| Admin fee / account holder | $34 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |