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 | $6,977 | $175,202-96.0% | $149,673-95.3% | $139,434-95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.37% | 166.71%-129.3pp | 134.42%-97.0pp | 372.94%-335.6pp |
| Employer contribution / active EE | $1,446 | $5,474-73.6% | $4,818-70.0% | $4,751-69.6% |
| Participant deferral / active EE | $2,497 | $6,519-61.7% | $5,680-56.0% | $6,710-62.8% |
| Admin fee / account holder | $152 | $16,150-99.1% | $13,210-98.8% | $11,403-98.7% |