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 | $8,405 | $77,899-89.2% | $149,673-94.4% | $75,163-88.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 54.34% | 31.72%+22.6pp | 134.42%-80.1pp | 160.62%-106.3pp |
| Employer contribution / active EE | $1,961 | $3,137-37.5% | $4,818-59.3% | $2,670-26.6% |
| Participant deferral / active EE | $1,385 | $3,411-59.4% | $5,680-75.6% | $4,125-66.4% |
| Admin fee / account holder | $91 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |