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 | $27,176 | $183,963-85.2% | $162,163-83.2% | $152,861-82.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 38.85% | 150.76%-111.9pp | 115.59%-76.7pp | 345.32%-306.5pp |
| Employer contribution / active EE | $5,568 | $6,371-12.6% | $5,614-0.8% | $4,762+16.9% |
| Participant deferral / active EE | $10,181 | $8,034+26.7% | $7,298+39.5% | $5,850+74.0% |
| Admin fee / account holder | $39 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |