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 9-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 | $23,694 | $180,449-86.9% | $154,107-84.6% | $135,375-82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.48% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.3pp |
| Employer contribution / active EE | $9,619 | $6,035+59.4% | $5,298+81.6% | $4,779+101.3% |
| Participant deferral / active EE | $7,861 | $5,806+35.4% | $5,081+54.7% | $5,609+40.2% |
| Admin fee / account holder | $174 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |