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 | $4,526 | $156,846-97.1% | $121,098-96.3% | $139,434-96.8% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.5%+15.1pp | 80.3%+4.3pp |
| Annual return | 86.44% | 1474.56%-1388.1pp | 985.75%-899.3pp | 372.94%-286.5pp |
| Employer contribution / active EE | $852 | $5,536-84.6% | $4,164-79.5% | $4,751-82.1% |
| Participant deferral / active EE | $3,116 | $4,844-35.7% | $4,080-23.6% | $6,710-53.6% |
| Admin fee / account holder | $154 | $6,946-97.8% | $5,644-97.3% | $11,403-98.7% |