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 | $14,310 | $126,574-88.7% | $106,213-86.5% | $145,922-90.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.22% | 224.79%-208.6pp | 116.14%-99.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,766 | $3,730-25.9% | $3,171-12.8% | $4,660-40.6% |
| Participant deferral / active EE | $6,179 | $5,724+8.0% | $5,016+23.2% | $6,688-7.6% |
| Admin fee / account holder | $83 | $17,304-99.5% | $11,033-99.2% | $13,397-99.4% |