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 8-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 | $9,882 | $60,124-83.6% | $90,404-89.1% | $79,858-87.6% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 21.76% | 71.94%-50.2pp | 1293.02%-1271.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $945 | $2,068-54.3% | $3,262-71.0% | $2,471-61.8% |
| Participant deferral / active EE | $1,358 | $2,938-53.8% | $3,963-65.7% | $3,740-63.7% |
| Admin fee / account holder | $174 | $3,976-95.6% | $5,611-96.9% | $5,306-96.7% |