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 4-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 | $16,840 | $110,257-84.7% | $96,544-82.6% | $139,434-87.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 90.60% | 26.32%+64.3pp | 25.84%+64.8pp | 372.94%-282.3pp |
| Employer contribution / active EE | $2,538 | $3,620-29.9% | $2,965-14.4% | $4,751-46.6% |
| Participant deferral / active EE | $9,032 | $5,548+62.8% | $4,851+86.2% | $6,710+34.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |