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 | $13,722 | $115,770-88.1% | $101,248-86.4% | $158,922-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.72% | 56.14%-33.4pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $6,101 | $4,175+46.2% | $3,660+66.7% | $4,761+28.1% |
| Participant deferral / active EE | $5,042 | $4,957+1.7% | $4,370+15.4% | $5,982-15.7% |
| Admin fee / account holder | $45 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |