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 8-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 | $8,455 | $105,931-92.0% | $81,930-89.7% | $158,922-94.7% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.0%+18.0pp | 82.0%+8.0pp |
| Annual return | 24.70% | 38.17%-13.5pp | 29.49%-4.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,828 | $7,800-76.6% | $4,310-57.6% | $4,761-61.6% |
| Participant deferral / active EE | $1,828 | $13,003-85.9% | $7,107-74.3% | $5,982-69.4% |
| Admin fee / account holder | $100 | $8,489-98.8% | $5,158-98.1% | $11,246-99.1% |