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 | $3,559 | $202,432-98.2% | $169,368-97.9% | $139,434-97.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.33% | 531.74%-500.4pp | 405.60%-374.3pp | 372.94%-341.6pp |
| Employer contribution / active EE | $959 | $4,692-79.6% | $4,013-76.1% | $4,751-79.8% |
| Participant deferral / active EE | $1,321 | $6,938-81.0% | $6,221-78.8% | $6,710-80.3% |
| Admin fee / account holder | $138 | $10,708-98.7% | $9,003-98.5% | $11,403-98.8% |