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 | $4,717 | $158,398-97.0% | $126,539-96.3% | $142,382-96.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.70% | 593.76%-574.1pp | 425.95%-406.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $398 | $4,650-91.4% | $3,674-89.2% | $4,299-90.7% |
| Participant deferral / active EE | $696 | $4,767-85.4% | $4,083-82.9% | $6,507-89.3% |
| Admin fee / account holder | $286 | $6,918-95.9% | $6,065-95.3% | $12,624-97.7% |