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 | $6,528 | $104,907-93.8% | $84,611-92.3% | $152,861-95.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 48.67% | 373.79%-325.1pp | 258.74%-210.1pp | 345.32%-296.7pp |
| Employer contribution / active EE | $1,114 | $3,302-66.2% | $2,652-58.0% | $4,762-76.6% |
| Participant deferral / active EE | $5,092 | $4,688+8.6% | $3,899+30.6% | $5,850-13.0% |
| Admin fee / account holder | $123 | $6,241-98.0% | $4,912-97.5% | $11,596-98.9% |