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 7-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 | $13,404 | $217,402-93.8% | $185,823-92.8% | $167,490-92.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.47% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,082 | $5,873-64.6% | $5,167-59.7% | $4,837-57.0% |
| Participant deferral / active EE | $3,156 | $6,356-50.4% | $5,568-43.3% | $6,341-50.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |