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 | $4,280 | $169,032-97.5% | $129,207-96.7% | $145,922-97.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.90% | 14330.11%-14294.2pp | 9417.33%-9381.4pp | 561.29%-525.4pp |
| Employer contribution / active EE | $491 | $5,537-91.1% | $4,153-88.2% | $4,660-89.5% |
| Participant deferral / active EE | $2,183 | $4,987-56.2% | $4,168-47.6% | $6,688-67.4% |
| Admin fee / account holder | $50 | $9,954-99.5% | $7,715-99.4% | $13,397-99.6% |