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 | $5,741 | $90,745-93.7% | $130,231-95.6% | $75,163-92.4% |
| Participation rate | 85.3% | 71.1%+14.2pp | 76.3%+9.0pp | 67.2%+18.1pp |
| Annual return | 85.73% | 34.45%+51.3pp | 38.77%+47.0pp | 160.62%-74.9pp |
| Employer contribution / active EE | $1,184 | $3,314-64.3% | $4,126-71.3% | $2,670-55.6% |
| Participant deferral / active EE | $2,114 | $5,362-60.6% | $6,799-68.9% | $4,125-48.8% |
| Admin fee / account holder | $71 | $6,331-98.9% | $6,020-98.8% | $5,651-98.7% |