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 | $10,592 | $159,901-93.4% | $146,958-92.8% | $145,922-92.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 48.04% | 98.13%-50.1pp | 418.34%-370.3pp | 561.29%-513.2pp |
| Employer contribution / active EE | $2,086 | $5,286-60.5% | $4,933-57.7% | $4,660-55.2% |
| Participant deferral / active EE | $4,780 | $8,428-43.3% | $8,070-40.8% | $6,688-28.5% |
| Admin fee / account holder | $247 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |