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 | $14,534 | $110,257-86.8% | $96,544-84.9% | $139,434-89.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 1085.70% | 26.32%+1059.4pp | 25.84%+1059.9pp | 372.94%+712.8pp |
| Employer contribution / active EE | $3,640 | $3,620+0.6% | $2,965+22.8% | $4,751-23.4% |
| Participant deferral / active EE | $8,033 | $5,548+44.8% | $4,851+65.6% | $6,710+19.7% |
| Admin fee / account holder | $181 | $11,591-98.4% | $8,252-97.8% | $11,403-98.4% |