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 | $8,458 | $176,056-95.2% | $159,436-94.7% | $167,490-94.9% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 23.26% | 331.75%-308.5pp | 263.57%-240.3pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,410 | $5,297-73.4% | $4,829-70.8% | $4,837-70.8% |
| Participant deferral / active EE | $3,705 | $7,750-52.2% | $7,352-49.6% | $6,341-41.6% |
| Admin fee / account holder | $290 | $12,554-97.7% | $10,799-97.3% | $12,309-97.6% |