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 | $3,776 | $70,756-94.7% | $65,493-94.2% | $142,382-97.3% |
| Participation rate | 93.3% | 77.4%+16.0pp | 73.1%+20.2pp | 80.1%+13.2pp |
| Annual return | 27.31% | 1754.89%-1727.6pp | 982.45%-955.1pp | 217.08%-189.8pp |
| Employer contribution / active EE | $452 | $2,881-84.3% | $2,574-82.4% | $4,299-89.5% |
| Participant deferral / active EE | $848 | $4,637-81.7% | $3,961-78.6% | $6,507-87.0% |
| Admin fee / account holder | $2 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |