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 5-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 | $13,294 | $148,534-91.0% | $135,903-90.2% | $139,434-90.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.47% | 79.19%-52.7pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,676 | $5,243-49.0% | $4,856-44.9% | $4,751-43.7% |
| Participant deferral / active EE | $5,473 | $8,100-32.4% | $7,758-29.5% | $6,710-18.4% |
| Admin fee / account holder | $155 | $12,400-98.7% | $10,762-98.6% | $11,403-98.6% |