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 | $4,882 | $107,934-95.5% | $91,989-94.7% | $152,861-96.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 78.42% | 89.24%-10.8pp | 69.02%+9.4pp | 345.32%-266.9pp |
| Employer contribution / active EE | $1,453 | $4,210-65.5% | $3,452-57.9% | $4,762-69.5% |
| Participant deferral / active EE | $4,117 | $6,364-35.3% | $5,923-30.5% | $5,850-29.6% |
| Admin fee / account holder | $10 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |