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 7-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 | $9,538 | $107,334-91.1% | $92,893-89.7% | $152,861-93.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 40.11% | 145.58%-105.5pp | 109.41%-69.3pp | 345.32%-305.2pp |
| Employer contribution / active EE | $1,012 | $4,221-76.0% | $3,653-72.3% | $4,762-78.8% |
| Participant deferral / active EE | $5,300 | $4,845+9.4% | $4,236+25.1% | $5,850-9.4% |
| Admin fee / account holder | $112 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |