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 | $5,346 | $62,573-91.5% | $85,682-93.8% | $85,850-93.8% |
| Participation rate | 88.9% | 61.1%+27.7pp | 69.9%+19.0pp | 69.3%+19.6pp |
| Annual return | 303.36% | 23.77%+279.6pp | 21.49%+281.9pp | 318.53%-15.2pp |
| Employer contribution / active EE | $1,421 | $1,757-19.1% | $2,618-45.7% | $2,565-44.6% |
| Participant deferral / active EE | $2,029 | $2,802-27.6% | $3,923-48.3% | $3,952-48.6% |
| Admin fee / account holder | $134 | $4,640-97.1% | $6,873-98.1% | $6,260-97.9% |