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 | $11,883 | $121,625-90.2% | $104,607-88.6% | $158,922-92.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 25.02% | 465.26%-440.2pp | 340.46%-315.4pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,509 | $3,163-52.3% | $2,681-43.7% | $4,761-68.3% |
| Participant deferral / active EE | $3,461 | $4,177-17.1% | $3,740-7.4% | $5,982-42.1% |
| Admin fee / account holder | $62 | $7,787-99.2% | $6,473-99.0% | $11,246-99.5% |