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 8-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 | $15,043 | $95,971-84.3% | $74,550-79.8% | $135,375-88.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,688 | $2,716+72.6% | $1,961+139.1% | $4,779-1.9% |
| Participant deferral / active EE | $11,720 | $3,843+204.9% | $3,108+277.1% | $5,609+109.0% |
| Admin fee / account holder | $35 | $6,522-99.5% | $5,060-99.3% | $10,827-99.7% |