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 4-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 | $6,826 | $126,574-94.6% | $106,213-93.6% | $145,922-95.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.78% | 224.79%-208.0pp | 116.14%-99.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,674 | $3,730-55.1% | $3,171-47.2% | $4,660-64.1% |
| Participant deferral / active EE | $1,674 | $5,724-70.7% | $5,016-66.6% | $6,688-75.0% |
| Admin fee / account holder | $25 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |