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 | $7,975 | $118,919-93.3% | $88,538-91.0% | $152,861-94.8% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 61.86% | 47.92%+13.9pp | 43.64%+18.2pp | 345.32%-283.5pp |
| Employer contribution / active EE | $4,753 | $2,669+78.1% | $2,098+126.5% | $4,762-0.2% |
| Participant deferral / active EE | $1,113 | $3,549-68.6% | $2,914-61.8% | $5,850-81.0% |
| Admin fee / account holder | $82 | $5,876-98.6% | $4,310-98.1% | $11,596-99.3% |