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 | $6,078 | $117,841-94.8% | $102,423-94.1% | $145,922-95.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 145.62% | 31.65%+114.0pp | 29.32%+116.3pp | 561.29%-415.7pp |
| Employer contribution / active EE | $2,316 | $3,615-35.9% | $3,023-23.4% | $4,660-50.3% |
| Participant deferral / active EE | $4,749 | $5,731-17.1% | $5,053-6.0% | $6,688-29.0% |
| Admin fee / account holder | $1 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |