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 | $6,428 | $227,553-97.2% | $189,557-96.6% | $167,490-96.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.03% | 78.40%-56.4pp | 64.17%-42.1pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,380 | $5,316-74.0% | $4,412-68.7% | $4,837-71.5% |
| Participant deferral / active EE | $2,670 | $7,002-61.9% | $6,174-56.7% | $6,341-57.9% |
| Admin fee / account holder | $19 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |