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 | $5,541 | $176,377-96.9% | $134,143-95.9% | $158,922-96.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 91.93% | 63.63%+28.3pp | 36.33%+55.6pp | 302.83%-210.9pp |
| Employer contribution / active EE | $2,488 | $5,040-50.6% | $3,704-32.8% | $4,761-47.7% |
| Participant deferral / active EE | $2,400 | $4,091-41.3% | $3,499-31.4% | $5,982-59.9% |
| Admin fee / account holder | $16 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |