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 | $6,232 | $96,305-93.5% | $80,569-92.3% | $139,434-95.5% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 21.98% | 1350.08%-1328.1pp | 935.43%-913.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,475 | $3,262-54.8% | $2,723-45.8% | $4,751-68.9% |
| Participant deferral / active EE | $1,475 | $5,232-71.8% | $4,447-66.8% | $6,710-78.0% |
| Admin fee / account holder | $126 | $6,599-98.1% | $5,377-97.6% | $11,403-98.9% |