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 | $7,061 | $108,642-93.5% | $74,701-90.5% | $152,861-95.4% |
| Participation rate | 90.5% | 65.3%+25.1pp | 54.5%+36.0pp | 82.4%+8.0pp |
| Annual return | 26.97% | 114.06%-87.1pp | 752.92%-725.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $620 | $1,503-58.7% | $1,084-42.8% | $4,762-87.0% |
| Participant deferral / active EE | $1,864 | $2,712-31.3% | $1,964-5.1% | $5,850-68.1% |
| Admin fee / account holder | $67 | $4,902-98.6% | $3,333-98.0% | $11,596-99.4% |