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 6-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 | $13,801 | $217,402-93.7% | $185,823-92.6% | $167,490-91.8% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 29.37% | 148.36%-119.0pp | 122.05%-92.7pp | 478.56%-449.2pp |
| Employer contribution / active EE | $2,319 | $5,873-60.5% | $5,167-55.1% | $4,837-52.1% |
| Participant deferral / active EE | $4,782 | $6,356-24.8% | $5,568-14.1% | $6,341-24.6% |
| Admin fee / account holder | $77 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |