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 3-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 | $10,777 | $83,902-87.2% | $167,512-93.6% | $84,808-87.3% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.1%+12.9pp | 68.3%+21.7pp |
| Annual return | 24.53% | 91.55%-67.0pp | 1615.79%-1591.3pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,045 | $2,264-53.9% | $3,882-73.1% | $2,631-60.3% |
| Participant deferral / active EE | $2,835 | $4,442-36.2% | $6,405-55.7% | $4,212-32.7% |
| Admin fee / account holder | $30 | $7,915-99.6% | $9,769-99.7% | $7,344-99.6% |