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 | $11,863 | $155,788-92.4% | $124,672-90.5% | $167,490-92.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 24.09% | 17.97%+6.1pp | 5142.93%-5118.8pp | 478.56%-454.5pp |
| Employer contribution / active EE | $870 | $4,163-79.1% | $3,324-73.8% | $4,837-82.0% |
| Participant deferral / active EE | $4,877 | $5,673-14.0% | $4,614+5.7% | $6,341-23.1% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |