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 8-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 | $7,705 | $60,124-87.2% | $90,404-91.5% | $79,858-90.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 47.04% | 71.94%-24.9pp | 1293.02%-1246.0pp | 31.71%+15.3pp |
| Employer contribution / active EE | $1,821 | $2,068-12.0% | $3,262-44.2% | $2,471-26.3% |
| Participant deferral / active EE | $2,434 | $2,938-17.2% | $3,963-38.6% | $3,740-34.9% |
| Admin fee / account holder | $138 | $3,976-96.5% | $5,611-97.5% | $5,306-97.4% |