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 6-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 | $7,385 | $209,411-96.5% | $178,490-95.9% | $158,922-95.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 122.86% | 188.75%-65.9pp | 151.07%-28.2pp | 302.83%-180.0pp |
| Employer contribution / active EE | $3,428 | $5,706-39.9% | $5,011-31.6% | $4,761-28.0% |
| Participant deferral / active EE | $4,497 | $5,954-24.5% | $5,202-13.6% | $5,982-24.8% |
| Admin fee / account holder | $258 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |