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 9-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 | $7,525 | $77,899-90.3% | $149,673-95.0% | $75,163-90.0% |
| Participation rate | 73.8% | 65.6%+8.3pp | 78.8%-4.9pp | 67.2%+6.7pp |
| Annual return | 19.75% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $693 | $3,137-77.9% | $4,818-85.6% | $2,670-74.0% |
| Participant deferral / active EE | $1,204 | $3,411-64.7% | $5,680-78.8% | $4,125-70.8% |
| Admin fee / account holder | $197 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |