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 | $5,163 | $99,877-94.8% | $84,966-93.9% | $145,922-96.5% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 67.15% | 83.76%-16.6pp | 66.38%+0.8pp | 561.29%-494.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,991 | $5,291-62.4% | $4,519-55.9% | $6,688-70.2% |
| Admin fee / account holder | $94 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |