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 8-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 | $5,695 | $48,046-88.1% | $84,611-93.3% | $72,985-92.2% |
| Participation rate | 90.0% | 57.6%+32.4pp | 68.2%+21.8pp | 69.5%+20.5pp |
| Annual return | 25.38% | 37.38%-12.0pp | 258.74%-233.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $874 | $1,602-45.4% | $2,652-67.0% | $2,440-64.2% |
| Participant deferral / active EE | $1,218 | $2,680-54.6% | $3,899-68.8% | $3,607-66.2% |
| Admin fee / account holder | $22 | $3,395-99.3% | $4,912-99.5% | $5,124-99.6% |