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 | $2,587 | $77,899-96.7% | $149,673-98.3% | $75,163-96.6% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 335.45% | 31.72%+303.7pp | 134.42%+201.0pp | 160.62%+174.8pp |
| Employer contribution / active EE | $762 | $3,137-75.7% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $1,577 | $3,411-53.8% | $5,680-72.2% | $4,125-61.8% |
| Admin fee / account holder | $84 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |