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 7-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 | $7,740 | $100,852-92.3% | $90,404-91.4% | $158,922-95.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 38.79% | 1724.20%-1685.4pp | 1293.02%-1254.2pp | 302.83%-264.0pp |
| Employer contribution / active EE | $1,241 | $3,689-66.4% | $3,262-62.0% | $4,761-73.9% |
| Participant deferral / active EE | $3,281 | $4,348-24.5% | $3,963-17.2% | $5,982-45.2% |
| Admin fee / account holder | $40 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |