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 | $18,952 | $157,256-87.9% | $141,162-86.6% | $152,861-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1563.84% | 64.32%+1499.5pp | 71.39%+1492.4pp | 345.32%+1218.5pp |
| Employer contribution / active EE | $7,481 | $5,261+42.2% | $4,735+58.0% | $4,762+57.1% |
| Participant deferral / active EE | $8,725 | $7,109+22.7% | $6,709+30.1% | $5,850+49.1% |
| Admin fee / account holder | $63 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |