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 9-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 | $10,298 | $99,020-89.6% | $86,590-88.1% | $147,584-93.0% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 25.90% | 1312.34%-1286.4pp | 964.84%-938.9pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,290 | $3,132-58.8% | $2,839-54.6% | $4,876-73.5% |
| Participant deferral / active EE | $3,812 | $3,972-4.0% | $3,609+5.6% | $5,439-29.9% |
| Admin fee / account holder | $208 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |