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 | $3,167 | $65,409-95.2% | $98,442-96.8% | $85,850-96.3% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.7pp | 69.3%+27.7pp |
| Annual return | 36.46% | 21.76%+14.7pp | 1492.73%-1456.3pp | 318.53%-282.1pp |
| Employer contribution / active EE | $4,797 | $2,168+121.3% | $2,960+62.1% | $2,565+87.0% |
| Participant deferral / active EE | $2,561 | $3,166-19.1% | $4,276-40.1% | $3,952-35.2% |
| Admin fee / account holder | $213 | $4,593-95.4% | $5,949-96.4% | $6,260-96.6% |