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 4-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 | $16,748 | $185,822-91.0% | $169,993-90.1% | $139,434-88.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 60.37% | 60.50%-0.1pp | 53.37%+7.0pp | 372.94%-312.6pp |
| Employer contribution / active EE | $2,744 | $7,590-63.8% | $6,785-59.6% | $4,751-42.2% |
| Participant deferral / active EE | $6,415 | $11,622-44.8% | $10,408-38.4% | $6,710-4.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |