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 | $10,147 | $111,754-90.9% | $103,333-90.2% | $145,922-93.0% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 61.64% | 24.77%+36.9pp | 24.88%+36.8pp | 561.29%-499.6pp |
| Employer contribution / active EE | $1,835 | $4,212-56.4% | $3,868-52.5% | $4,660-60.6% |
| Participant deferral / active EE | $6,418 | $5,619+14.2% | $5,057+26.9% | $6,688-4.0% |
| Admin fee / account holder | $87 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |