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 5-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 | $8,903 | $109,327-91.9% | $89,391-90.0% | $158,922-94.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.50% | 345.68%-335.2pp | 245.62%-235.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,741 | $3,170+18.0% | $2,586+44.7% | $4,761-21.4% |
| Participant deferral / active EE | $1,737 | $4,598-62.2% | $3,890-55.3% | $5,982-71.0% |
| Admin fee / account holder | $3 | $6,153-100.0% | $4,881-99.9% | $11,246-100.0% |