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 9-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 | $17,628 | $85,766-79.4% | $136,294-87.1% | $70,131-74.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 133.61% | 31.45%+102.2pp | 5155.94%-5022.3pp | 73.14%+60.5pp |
| Employer contribution / active EE | $788 | $2,966-73.4% | $4,695-83.2% | $2,342-66.4% |
| Participant deferral / active EE | $8,242 | $5,051+63.2% | $6,247+31.9% | $3,332+147.4% |
| Admin fee / account holder | $77 | $5,420-98.6% | $9,243-99.2% | $4,645-98.3% |