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 | $6,726 | $108,642-93.8% | $74,701-91.0% | $152,861-95.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 8.39% | 114.06%-105.7pp | 752.92%-744.5pp | 345.32%-336.9pp |
| Employer contribution / active EE | $1,499 | $1,503-0.3% | $1,084+38.3% | $4,762-68.5% |
| Participant deferral / active EE | $4,671 | $2,712+72.2% | $1,964+137.9% | $5,850-20.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |