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 10-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 | $20,488 | $138,065-85.2% | $123,544-83.4% | $135,375-84.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 34.96% | 153.68%-118.7pp | 119.20%-84.2pp | 519.73%-484.8pp |
| Employer contribution / active EE | $8,087 | $5,151+57.0% | $4,628+74.7% | $4,779+69.2% |
| Participant deferral / active EE | $5,104 | $6,799-24.9% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $223 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |