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 8-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 | $7,187 | $114,047-93.7% | $96,139-92.5% | $167,490-95.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.87% | 189.88%-179.0pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,196 | $3,427-65.1% | $2,797-57.2% | $4,837-75.3% |
| Participant deferral / active EE | $2,868 | $5,194-44.8% | $4,349-34.1% | $6,341-54.8% |
| Admin fee / account holder | $27 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |