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 | $3,761 | $102,966-96.3% | $90,281-95.8% | $152,861-97.5% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 20.71% | 95.16%-74.5pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $724 | $3,139-76.9% | $2,854-74.6% | $4,762-84.8% |
| Participant deferral / active EE | $1,297 | $4,281-69.7% | $3,885-66.6% | $5,850-77.8% |
| Admin fee / account holder | $163 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |