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 6-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 | $6,727 | $197,591-96.6% | $177,821-96.2% | $158,922-95.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 82.77% | 58.76%+24.0pp | 48.32%+34.4pp | 302.83%-220.1pp |
| Employer contribution / active EE | $1,785 | $6,697-73.3% | $5,918-69.8% | $4,761-62.5% |
| Participant deferral / active EE | $3,867 | $8,405-54.0% | $7,714-49.9% | $5,982-35.4% |
| Admin fee / account holder | $11 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |