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 5-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 | $5,291 | $202,318-97.4% | $172,739-96.9% | $152,861-96.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 847.62% | 1029.65%-182.0pp | 802.84%+44.8pp | 345.32%+502.3pp |
| Employer contribution / active EE | $1,298 | $5,856-77.8% | $5,143-74.8% | $4,762-72.8% |
| Participant deferral / active EE | $3,546 | $5,948-40.4% | $5,198-31.8% | $5,850-39.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |