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 | $7,657 | $86,286-91.1% | $111,297-93.1% | $85,850-91.1% |
| Participation rate | 93.9% | 73.3%+20.5pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 148.56% | 19.99%+128.6pp | 54.65%+93.9pp | 318.53%-170.0pp |
| Employer contribution / active EE | $1,642 | $2,043-19.6% | $2,731-39.9% | $2,565-36.0% |
| Participant deferral / active EE | $3,743 | $3,641+2.8% | $4,487-16.6% | $3,952-5.3% |
| Admin fee / account holder | $134 | $8,188-98.4% | $7,964-98.3% | $6,260-97.9% |