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 | $5,724 | $202,318-97.2% | $172,739-96.7% | $152,861-96.3% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 79.88% | 1029.65%-949.8pp | 802.84%-723.0pp | 345.32%-265.4pp |
| Employer contribution / active EE | $1,546 | $5,856-73.6% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $2,216 | $5,948-62.7% | $5,198-57.4% | $5,850-62.1% |
| Admin fee / account holder | $105 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |