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 | $23,163 | $152,587-84.8% | $125,175-81.5% | $152,861-84.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 55.63% | 54.84%+0.8pp | 43.79%+11.8pp | 345.32%-289.7pp |
| Employer contribution / active EE | $5,925 | $4,946+19.8% | $3,865+53.3% | $4,762+24.4% |
| Participant deferral / active EE | $13,475 | $5,868+129.6% | $4,937+173.0% | $5,850+130.3% |
| Admin fee / account holder | $275 | $13,434-98.0% | $9,702-97.2% | $11,596-97.6% |