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 | $21,283 | $209,411-89.8% | $178,490-88.1% | $158,922-86.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.49% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,423 | $5,706-57.5% | $5,011-51.6% | $4,761-49.1% |
| Participant deferral / active EE | $7,629 | $5,954+28.1% | $5,202+46.7% | $5,982+27.5% |
| Admin fee / account holder | $275 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |