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 5-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 | $5,784 | $176,056-96.7% | $159,436-96.4% | $167,490-96.5% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 104.55% | 331.75%-227.2pp | 263.57%-159.0pp | 478.56%-374.0pp |
| Employer contribution / active EE | $1,379 | $5,297-74.0% | $4,829-71.4% | $4,837-71.5% |
| Participant deferral / active EE | $2,630 | $7,750-66.1% | $7,352-64.2% | $6,341-58.5% |
| Admin fee / account holder | $16 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |