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 | $6,703 | $159,602-95.8% | $150,045-95.5% | $142,382-95.3% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 605.07% | 70.24%+534.8pp | 62.55%+542.5pp | 217.08%+388.0pp |
| Employer contribution / active EE | $1,653 | $4,961-66.7% | $4,693-64.8% | $4,299-61.5% |
| Participant deferral / active EE | $2,964 | $8,310-64.3% | $7,997-62.9% | $6,507-54.5% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |