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 | $6,741 | $210,648-96.8% | $177,989-96.2% | $145,922-95.4% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 16.30% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,495 | $6,958-64.1% | $6,276-60.2% | $6,688-62.7% |
| Admin fee / account holder | $132 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |