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 7-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 | $17,224 | $157,256-89.0% | $141,162-87.8% | $152,861-88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,971 | $5,261-24.5% | $4,735-16.1% | $4,762-16.6% |
| Participant deferral / active EE | $11,823 | $7,109+66.3% | $6,709+76.2% | $5,850+102.1% |
| Admin fee / account holder | $23 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |