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 | $29,927 | $238,490-87.5% | $180,183-83.4% | $142,382-79.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 20.05% | 33.56%-13.5pp | 27.86%-7.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,961 | $6,143-68.1% | $5,039-61.1% | $4,299-54.4% |
| Participant deferral / active EE | $2,837 | $7,996-64.5% | $6,822-58.4% | $6,507-56.4% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |