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 | $5,205 | $108,172-95.2% | $77,482-93.3% | $158,922-96.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 34.96% | 31.67%+3.3pp | 54.79%-19.8pp | 302.83%-267.9pp |
| Employer contribution / active EE | $468 | $1,325-64.7% | $986-52.6% | $4,761-90.2% |
| Participant deferral / active EE | $1,560 | $2,456-36.5% | $1,861-16.2% | $5,982-73.9% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |