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 6-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 | $8,236 | $91,190-91.0% | $178,490-95.4% | $79,858-89.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.56% | 24.19%-1.6pp | 151.07%-128.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $4,750 | $3,256+45.9% | $5,011-5.2% | $2,471+92.3% |
| Participant deferral / active EE | $1,697 | $3,236-47.6% | $5,202-67.4% | $3,740-54.6% |
| Admin fee / account holder | $89 | $6,751-98.7% | $13,984-99.4% | $5,306-98.3% |