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 3-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 | $23,756 | $185,822-87.2% | $169,993-86.0% | $139,434-83.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.21% | 60.50%-33.3pp | 53.37%-26.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $4,866 | $7,590-35.9% | $6,785-28.3% | $4,751+2.4% |
| Participant deferral / active EE | $17,346 | $11,622+49.3% | $10,408+66.7% | $6,710+158.5% |
| Admin fee / account holder | $72 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |