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 | $16,898 | $165,335-89.8% | $149,696-88.7% | $158,922-89.4% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 54.44% | 348.15%-293.7pp | 276.60%-222.2pp | 302.83%-248.4pp |
| Employer contribution / active EE | $2,566 | $5,103-49.7% | $4,644-44.8% | $4,761-46.1% |
| Participant deferral / active EE | $4,052 | $7,181-43.6% | $6,842-40.8% | $5,982-32.3% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |