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 | $6,057 | $156,846-96.1% | $121,098-95.0% | $139,434-95.7% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 28.55% | 1474.56%-1446.0pp | 985.75%-957.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,935 | $4,844-39.4% | $4,080-28.0% | $6,710-56.3% |
| Admin fee / account holder | $14 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |