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 3-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 | $7,787 | $210,648-96.3% | $177,989-95.6% | $145,922-94.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 35.78% | 385.86%-350.1pp | 294.48%-258.7pp | 561.29%-525.5pp |
| Employer contribution / active EE | $1,703 | $4,565-62.7% | $3,949-56.9% | $4,660-63.4% |
| Participant deferral / active EE | $2,142 | $6,958-69.2% | $6,276-65.9% | $6,688-68.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |