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 | $3,383 | $70,756-95.2% | $65,493-94.8% | $142,382-97.6% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 28.33% | 1754.89%-1726.6pp | 982.45%-954.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $418 | $2,881-85.5% | $2,574-83.8% | $4,299-90.3% |
| Participant deferral / active EE | $973 | $4,637-79.0% | $3,961-75.4% | $6,507-85.1% |
| Admin fee / account holder | $220 | $6,559-96.6% | $5,028-95.6% | $12,624-98.3% |