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 8-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 | $1,633 | $105,931-98.5% | $81,930-98.0% | $158,922-99.0% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.0%+14.7pp | 82.0%+4.7pp |
| Annual return | 36.71% | 38.17%-1.5pp | 29.49%+7.2pp | 302.83%-266.1pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $789 | $13,003-93.9% | $7,107-88.9% | $5,982-86.8% |
| Admin fee / account holder | $5 | $8,489-99.9% | $5,158-99.9% | $11,246-100.0% |