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 8-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 | $15,263 | $107,334-85.8% | $92,893-83.6% | $152,861-90.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.84% | 145.58%-119.7pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,392 | $4,221-43.3% | $3,653-34.5% | $4,762-49.8% |
| Participant deferral / active EE | $8,709 | $4,845+79.8% | $4,236+105.6% | $5,850+48.9% |
| Admin fee / account holder | $62 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |