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 | $6,198 | $817,678-99.2% | $392,568-98.4% | $152,861-95.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,085 | $5,502-7.6% | $3,783+34.4% | $4,762+6.8% |
| Participant deferral / active EE | $3,855 | $8,398-54.1% | $5,985-35.6% | $5,850-34.1% |
| Admin fee / account holder | $126 | $12,095-99.0% | $6,260-98.0% | $11,596-98.9% |