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 6-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 | $3,632 | $118,849-96.9% | $96,562-96.2% | $167,490-97.8% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 17.92% | 50.49%-32.6pp | 37.78%-19.9pp | 478.56%-460.6pp |
| Employer contribution / active EE | $744 | $3,120-76.2% | $2,356-68.4% | $4,837-84.6% |
| Participant deferral / active EE | $1,226 | $4,616-73.4% | $3,849-68.1% | $6,341-80.7% |
| Admin fee / account holder | $252 | $8,065-96.9% | $6,181-95.9% | $12,309-97.9% |