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 9-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 | $30,212 | $209,411-85.6% | $178,490-83.1% | $158,922-81.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.91% | 188.75%-172.8pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,239 | $5,706-78.3% | $5,011-75.3% | $4,761-74.0% |
| Participant deferral / active EE | $6,819 | $5,954+14.5% | $5,202+31.1% | $5,982+14.0% |
| Admin fee / account holder | $105 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |