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 7-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 | $3,807 | $58,512-93.5% | $84,015-95.5% | $72,985-94.8% |
| Participation rate | 92.6% | 61.2%+31.4pp | 69.0%+23.6pp | 69.5%+23.1pp |
| Annual return | 32.66% | 28.93%+3.7pp | 71.31%-38.6pp | 81.00%-48.3pp |
| Employer contribution / active EE | $664 | $1,163-42.9% | $1,983-66.5% | $2,440-72.8% |
| Participant deferral / active EE | $1,678 | $2,394-29.9% | $3,239-48.2% | $3,607-53.5% |
| Admin fee / account holder | $89 | $4,569-98.1% | $6,101-98.5% | $5,124-98.3% |