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 8-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 | $1,772 | $102,966-98.3% | $90,281-98.0% | $152,861-98.8% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 175.34% | 95.16%+80.2pp | 78.10%+97.2pp | 345.32%-170.0pp |
| Employer contribution / active EE | $930 | $3,139-70.4% | $2,854-67.4% | $4,762-80.5% |
| Participant deferral / active EE | $1,127 | $4,281-73.7% | $3,885-71.0% | $5,850-80.7% |
| Admin fee / account holder | $54 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |