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 4-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 | $6,221 | $83,902-92.6% | $167,512-96.3% | $84,808-92.7% |
| Participation rate | 87.2% | 66.5%+20.7pp | 77.1%+10.1pp | 68.3%+18.9pp |
| Annual return | 21.91% | 91.55%-69.6pp | 1615.79%-1593.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $840 | $2,264-62.9% | $3,882-78.4% | $2,631-68.1% |
| Participant deferral / active EE | $1,489 | $4,442-66.5% | $6,405-76.7% | $4,212-64.6% |
| Admin fee / account holder | $238 | $7,915-97.0% | $9,769-97.6% | $7,344-96.8% |