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 | $7,250 | $175,202-95.9% | $149,673-95.2% | $139,434-94.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.14% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,601 | $5,474-52.5% | $4,818-46.0% | $4,751-45.3% |
| Participant deferral / active EE | $3,573 | $6,519-45.2% | $5,680-37.1% | $6,710-46.8% |
| Admin fee / account holder | $208 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |