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 9-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 | $3,170 | $53,516-94.1% | $126,539-97.5% | $84,808-96.3% |
| Participation rate | 93.3% | 58.2%+35.1pp | 69.8%+23.5pp | 68.3%+25.0pp |
| Annual return | 64.79% | 58.34%+6.5pp | 425.95%-361.2pp | 40.90%+23.9pp |
| Employer contribution / active EE | $695 | $1,535-54.7% | $3,674-81.1% | $2,631-73.6% |
| Participant deferral / active EE | $1,303 | $2,671-51.2% | $4,083-68.1% | $4,212-69.1% |
| Admin fee / account holder | $25 | $4,497-99.4% | $6,065-99.6% | $7,344-99.7% |