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 4-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 | $8,505 | $150,187-94.3% | $120,354-92.9% | $145,922-94.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.67% | 154.07%-137.4pp | 107.15%-90.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,984 | $4,348-54.4% | $3,463-42.7% | $4,660-57.4% |
| Participant deferral / active EE | $3,064 | $6,173-50.4% | $4,991-38.6% | $6,688-54.2% |
| Admin fee / account holder | $236 | $12,207-98.1% | $9,423-97.5% | $13,397-98.2% |