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 5-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 | $19,666 | $176,056-88.8% | $159,436-87.7% | $167,490-88.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 314.87% | 331.75%-16.9pp | 263.57%+51.3pp | 478.56%-163.7pp |
| Employer contribution / active EE | $7,966 | $5,297+50.4% | $4,829+64.9% | $4,837+64.7% |
| Participant deferral / active EE | $13,369 | $7,750+72.5% | $7,352+81.8% | $6,341+110.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |