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 | $4,462 | $99,877-95.5% | $84,966-94.7% | $145,922-96.9% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 17.63% | 83.76%-66.1pp | 66.38%-48.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,565 | $3,231-51.6% | $2,727-42.6% | $4,660-66.4% |
| Participant deferral / active EE | $1,565 | $5,291-70.4% | $4,519-65.4% | $6,688-76.6% |
| Admin fee / account holder | $102 | $7,248-98.6% | $6,149-98.3% | $13,397-99.2% |