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 6-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 | $7,884 | $117,983-93.3% | $101,794-92.3% | $142,382-94.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 14.77% | 36.92%-22.1pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $959 | $2,773-65.4% | $2,289-58.1% | $4,299-77.7% |
| Participant deferral / active EE | $1,352 | $4,714-71.3% | $4,084-66.9% | $6,507-79.2% |
| Admin fee / account holder | $238 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |