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 6-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 | $5,344 | $95,416-94.4% | $185,823-97.1% | $85,850-93.8% |
| Participation rate | 86.2% | 68.8%+17.4pp | 81.7%+4.5pp | 69.3%+16.9pp |
| Annual return | 165.58% | 23.59%+142.0pp | 122.05%+43.5pp | 318.53%-153.0pp |
| Employer contribution / active EE | $969 | $3,314-70.8% | $5,167-81.2% | $2,565-62.2% |
| Participant deferral / active EE | $3,793 | $3,423+10.8% | $5,568-31.9% | $3,952-4.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |