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 | $21,123 | $180,449-88.3% | $154,107-86.3% | $135,375-84.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $10,410 | $6,035+72.5% | $5,298+96.5% | $4,779+117.8% |
| Participant deferral / active EE | $7,543 | $5,806+29.9% | $5,081+48.5% | $5,609+34.5% |
| Admin fee / account holder | $42 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |