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 | $15,947 | $202,318-92.1% | $172,739-90.8% | $152,861-89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 46.83% | 1029.65%-982.8pp | 802.84%-756.0pp | 345.32%-298.5pp |
| Employer contribution / active EE | $2,262 | $5,856-61.4% | $5,143-56.0% | $4,762-52.5% |
| Participant deferral / active EE | $7,072 | $5,948+18.9% | $5,198+36.1% | $5,850+20.9% |
| Admin fee / account holder | $117 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |