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 4-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 | $8,815 | $105,126-91.6% | $94,646-90.7% | $139,434-93.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 74.54% | 38.03%+36.5pp | 156.71%-82.2pp | 372.94%-298.4pp |
| Employer contribution / active EE | $2,392 | $4,106-41.7% | $3,672-34.9% | $4,751-49.7% |
| Participant deferral / active EE | $11,858 | $7,599+56.0% | $7,418+59.8% | $6,710+76.7% |
| Admin fee / account holder | $24 | $8,984-99.7% | $7,231-99.7% | $11,403-99.8% |