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 | $17,906 | $209,411-91.4% | $178,490-90.0% | $158,922-88.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 110.15% | 188.75%-78.6pp | 151.07%-40.9pp | 302.83%-192.7pp |
| Employer contribution / active EE | $8,643 | $5,706+51.5% | $5,011+72.5% | $4,761+81.5% |
| Participant deferral / active EE | $8,634 | $5,954+45.0% | $5,202+66.0% | $5,982+44.3% |
| Admin fee / account holder | $54 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |