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 | $2,887 | $77,899-96.3% | $149,673-98.1% | $75,163-96.2% |
| Participation rate | 88.6% | 65.6%+23.1pp | 78.8%+9.9pp | 67.2%+21.4pp |
| Annual return | 102.66% | 31.72%+70.9pp | 134.42%-31.8pp | 160.62%-58.0pp |
| Employer contribution / active EE | $1,007 | $3,137-67.9% | $4,818-79.1% | $2,670-62.3% |
| Participant deferral / active EE | $1,482 | $3,411-56.6% | $5,680-73.9% | $4,125-64.1% |
| Admin fee / account holder | $46 | $5,956-99.2% | $13,210-99.7% | $5,651-99.2% |