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 | $6,793 | $114,237-94.1% | $119,258-94.3% | $167,490-95.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 25.80% | 29.87%-4.1pp | 30.69%-4.9pp | 478.56%-452.8pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,160 | $6,084-15.2% | $6,111-15.6% | $6,341-18.6% |
| Admin fee / account holder | $35 | $8,932-99.6% | $7,226-99.5% | $12,309-99.7% |