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 | $9,281 | $60,124-84.6% | $90,404-89.7% | $79,858-88.4% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 26.96% | 71.94%-45.0pp | 1293.02%-1266.1pp | 31.71%-4.8pp |
| Employer contribution / active EE | $5,293 | $2,068+156.0% | $3,262+62.3% | $2,471+114.2% |
| Participant deferral / active EE | $2,723 | $2,938-7.3% | $3,963-31.3% | $3,740-27.2% |
| Admin fee / account holder | $157 | $3,976-96.1% | $5,611-97.2% | $5,306-97.0% |