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 | $8,312 | $80,968-89.7% | $96,544-91.4% | $75,163-88.9% |
| Participation rate | 94.9% | 71.8%+23.1pp | 76.0%+19.0pp | 67.2%+27.7pp |
| Annual return | 10631.70% | 27.06%+10604.6pp | 25.84%+10605.9pp | 160.62%+10471.1pp |
| Employer contribution / active EE | $1,584 | $2,282-30.6% | $2,965-46.6% | $2,670-40.7% |
| Participant deferral / active EE | $2,588 | $3,928-34.1% | $4,851-46.6% | $4,125-37.3% |
| Admin fee / account holder | $183 | $6,724-97.3% | $8,252-97.8% | $5,651-96.8% |