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 3-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 | $4,339 | $72,400-94.0% | $67,502-93.6% | $145,922-97.0% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 21.61% | 7182.46%-7160.9pp | 3512.12%-3490.5pp | 561.29%-539.7pp |
| Employer contribution / active EE | $855 | $3,069-72.1% | $2,731-68.7% | $4,660-81.6% |
| Participant deferral / active EE | $1,901 | $4,783-60.3% | $4,000-52.5% | $6,688-71.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |