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 | $5,121 | $109,817-95.3% | $98,442-94.8% | $167,490-96.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.58% | 1956.69%-1944.1pp | 1492.73%-1480.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $679 | $3,224-78.9% | $2,960-77.1% | $4,837-86.0% |
| Participant deferral / active EE | $1,925 | $4,673-58.8% | $4,276-55.0% | $6,341-69.6% |
| Admin fee / account holder | $268 | $6,753-96.0% | $5,949-95.5% | $12,309-97.8% |