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 | $6,458 | $140,940-95.4% | $112,229-94.2% | $139,434-95.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 56.51% | 32.71%+23.8pp | 30.20%+26.3pp | 372.94%-316.4pp |
| Employer contribution / active EE | $2,762 | $4,283-35.5% | $3,430-19.5% | $4,751-41.9% |
| Participant deferral / active EE | $4,897 | $5,874-16.6% | $4,798+2.1% | $6,710-27.0% |
| Admin fee / account holder | $48 | $9,954-99.5% | $7,748-99.4% | $11,403-99.6% |