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 9-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 | $3,682 | $99,020-96.3% | $86,590-95.7% | $147,584-97.5% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 29.20% | 1312.34%-1283.1pp | 964.84%-935.6pp | 578.55%-549.3pp |
| Employer contribution / active EE | $291 | $3,132-90.7% | $2,839-89.8% | $4,876-94.0% |
| Participant deferral / active EE | $1,772 | $3,972-55.4% | $3,609-50.9% | $5,439-67.4% |
| Admin fee / account holder | $159 | $5,710-97.2% | $4,906-96.8% | $10,885-98.5% |