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 | $19,956 | $98,750-79.8% | $149,696-86.7% | $79,858-75.0% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 207.83% | 27.43%+180.4pp | 276.60%-68.8pp | 31.71%+176.1pp |
| Employer contribution / active EE | $3,628 | $3,216+12.8% | $4,644-21.9% | $2,471+46.8% |
| Participant deferral / active EE | $7,043 | $5,680+24.0% | $6,842+2.9% | $3,740+88.3% |
| Admin fee / account holder | $82 | $6,053-98.6% | $9,309-99.1% | $5,306-98.5% |