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 8-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 | $10,254 | $107,334-90.4% | $92,893-89.0% | $152,861-93.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 220.11% | 145.58%+74.5pp | 109.41%+110.7pp | 345.32%-125.2pp |
| Employer contribution / active EE | $3,200 | $4,221-24.2% | $3,653-12.4% | $4,762-32.8% |
| Participant deferral / active EE | $5,783 | $4,845+19.4% | $4,236+36.5% | $5,850-1.1% |
| Admin fee / account holder | $34 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |