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 5-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 | $11,053 | $59,107-81.3% | $86,436-87.2% | $68,494-83.9% |
| Participation rate | 98.1% | 75.2%+22.9pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | 2456.04% | -0.23%+2456.3pp | 4394.89%-1938.9pp | -7.84%+2463.9pp |
| Employer contribution / active EE | $3,395 | $2,519+34.8% | $3,769-9.9% | $2,596+30.8% |
| Participant deferral / active EE | $4,949 | $5,901-16.1% | $6,952-28.8% | $4,027+22.9% |
| Admin fee / account holder | $12 | $5,637-99.8% | $6,731-99.8% | $5,403-99.8% |