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 | $6,616 | $210,648-96.9% | $177,989-96.3% | $145,922-95.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.73% | 385.86%-374.1pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $691 | $4,565-84.9% | $3,949-82.5% | $4,660-85.2% |
| Participant deferral / active EE | $1,728 | $6,958-75.2% | $6,276-72.5% | $6,688-74.2% |
| Admin fee / account holder | $35 | $12,013-99.7% | $10,363-99.7% | $13,397-99.7% |