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 3-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 | $2,751 | $210,648-98.7% | $177,989-98.5% | $145,922-98.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.39% | 385.86%-362.5pp | 294.48%-271.1pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,053 | $4,565-76.9% | $3,949-73.3% | $4,660-77.4% |
| Participant deferral / active EE | $1,433 | $6,958-79.4% | $6,276-77.2% | $6,688-78.6% |
| Admin fee / account holder | $60 | $12,013-99.5% | $10,363-99.4% | $13,397-99.6% |