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 | $6,626 | $104,486-93.7% | $76,817-91.4% | $152,861-95.7% |
| Participation rate | 72.2% | 76.6%-4.4pp | 72.1%+0.1pp | 82.4%-10.2pp |
| Annual return | 30.58% | 1013.37%-982.8pp | 1166.11%-1135.5pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,444 | $3,116-53.6% | $2,302-37.3% | $4,762-69.7% |
| Participant deferral / active EE | $1,554 | $4,236-63.3% | $3,336-53.4% | $5,850-73.4% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |