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 | $6,322 | $105,126-94.0% | $94,646-93.3% | $139,434-95.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 53.49% | 38.03%+15.5pp | 156.71%-103.2pp | 372.94%-319.5pp |
| Employer contribution / active EE | $1,961 | $4,106-52.2% | $3,672-46.6% | $4,751-58.7% |
| Participant deferral / active EE | $4,015 | $7,599-47.2% | $7,418-45.9% | $6,710-40.2% |
| Admin fee / account holder | $7 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |