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 3-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 | $24,667 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.22% | 46.41%-17.2pp | 42.33%-13.1pp | 217.08%-187.9pp |
| Employer contribution / active EE | $4,797 | $6,841-29.9% | $6,419-25.3% | $4,299+11.6% |
| Participant deferral / active EE | $10,576 | $9,865+7.2% | $9,331+13.3% | $6,507+62.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |