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 | $25,584 | $162,781-84.3% | $133,956-80.9% | $158,922-83.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 98.49% | 41.94%+56.6pp | 45.09%+53.4pp | 302.83%-204.3pp |
| Employer contribution / active EE | $8,530 | $4,975+71.4% | $3,919+117.7% | $4,761+79.2% |
| Participant deferral / active EE | $8,817 | $5,911+49.2% | $5,048+74.7% | $5,982+47.4% |
| Admin fee / account holder | $55 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |