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 9-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 | $10,297 | $110,809-90.7% | $86,874-88.1% | $167,490-93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 18.14% | 116.98%-98.8pp | 63.52%-45.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,383 | $3,244-57.4% | $2,495-44.6% | $4,837-71.4% |
| Participant deferral / active EE | $2,887 | $4,546-36.5% | $3,699-21.9% | $6,341-54.5% |
| Admin fee / account holder | $32 | $8,415-99.6% | $5,828-99.4% | $12,309-99.7% |