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 | $11,328 | $202,318-94.4% | $172,739-93.4% | $152,861-92.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.29% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,698 | $5,856-53.9% | $5,143-47.5% | $4,762-43.3% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,850+29.9% |
| Admin fee / account holder | $96 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |