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 3-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 | $6,506 | $156,846-95.9% | $121,098-94.6% | $139,434-95.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 1474.56%-1458.6pp | 985.75%-969.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,208 | $5,536-78.2% | $4,164-71.0% | $4,751-74.6% |
| Participant deferral / active EE | $2,023 | $4,844-58.2% | $4,080-50.4% | $6,710-69.9% |
| Admin fee / account holder | $290 | $6,946-95.8% | $5,644-94.9% | $11,403-97.5% |