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 | $14,489 | $65,561-77.9% | $86,188-83.2% | $75,163-80.7% |
| Participation rate | 91.3% | 60.5%+30.8pp | 69.0%+22.3pp | 67.2%+24.1pp |
| Annual return | 29.87% | 46.05%-16.2pp | 1168.45%-1138.6pp | 160.62%-130.7pp |
| Employer contribution / active EE | $5,120 | $1,553+229.8% | $2,380+115.1% | $2,670+91.8% |
| Participant deferral / active EE | $3,332 | $3,024+10.2% | $3,985-16.4% | $4,125-19.2% |
| Admin fee / account holder | $183 | $5,474-96.7% | $6,852-97.3% | $5,651-96.8% |