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 | $7,055 | $82,664-91.5% | $125,339-94.4% | $68,494-89.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 1108.69% | -5.97%+1114.7pp | 572.05%+536.6pp | -7.84%+1116.5pp |
| Employer contribution / active EE | $3,572 | $3,381+5.6% | $4,814-25.8% | $2,596+37.6% |
| Participant deferral / active EE | $5,186 | $6,110-15.1% | $7,446-30.3% | $4,027+28.8% |
| Admin fee / account holder | $22 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |