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 10-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 | $10,135 | $78,705-87.1% | $117,854-91.4% | $70,131-85.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 136.65% | 23.30%+113.4pp | 335.08%-198.4pp | 73.14%+63.5pp |
| Employer contribution / active EE | $1,952 | $2,223-12.2% | $3,786-48.4% | $2,342-16.7% |
| Participant deferral / active EE | $2,642 | $3,297-19.9% | $4,482-41.1% | $3,332-20.7% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |