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 3-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 | $4,833 | $210,648-97.7% | $177,989-97.3% | $145,922-96.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.28% | 385.86%-371.6pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,500 | $4,565-67.1% | $3,949-62.0% | $4,660-67.8% |
| Participant deferral / active EE | $1,500 | $6,958-78.4% | $6,276-76.1% | $6,688-77.6% |
| Admin fee / account holder | $22 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |