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 3-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 | $11,578 | $183,519-93.7% | $155,509-92.6% | $145,922-92.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 258.10% | 61.17%+196.9pp | 64.67%+193.4pp | 561.29%-303.2pp |
| Employer contribution / active EE | $2,444 | $5,313-54.0% | $4,672-47.7% | $4,660-47.5% |
| Participant deferral / active EE | $6,143 | $6,462-4.9% | $5,626+9.2% | $6,688-8.1% |
| Admin fee / account holder | $49 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |