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 6-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 | $7,190 | $83,902-91.4% | $167,512-95.7% | $84,808-91.5% |
| Participation rate | 83.3% | 66.5%+16.9pp | 77.1%+6.3pp | 68.3%+15.0pp |
| Annual return | 21.65% | 91.55%-69.9pp | 1615.79%-1594.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $604 | $2,264-73.3% | $3,882-84.4% | $2,631-77.0% |
| Participant deferral / active EE | $1,746 | $4,442-60.7% | $6,405-72.7% | $4,212-58.5% |
| Admin fee / account holder | $218 | $7,915-97.2% | $9,769-97.8% | $7,344-97.0% |