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 | $11,760 | $115,770-89.8% | $101,248-88.4% | $158,922-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.31% | 56.14%-21.8pp | 46.47%-12.2pp | 302.83%-268.5pp |
| Employer contribution / active EE | $2,193 | $4,175-47.5% | $3,660-40.1% | $4,761-53.9% |
| Participant deferral / active EE | $3,196 | $4,957-35.5% | $4,370-26.9% | $5,982-46.6% |
| Admin fee / account holder | $32 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |