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 3-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 | $8,281 | $48,795-83.0% | $65,493-87.4% | $84,808-90.2% |
| Participation rate | 92.3% | 67.0%+25.3pp | 73.1%+19.2pp | 68.3%+24.0pp |
| Annual return | 33.15% | 20.20%+12.9pp | 982.45%-949.3pp | 40.90%-7.7pp |
| Employer contribution / active EE | $1,203 | $1,930-37.6% | $2,574-53.3% | $2,631-54.3% |
| Participant deferral / active EE | $1,641 | $2,928-44.0% | $3,961-58.6% | $4,212-61.0% |
| Admin fee / account holder | $289 | $3,877-92.5% | $5,028-94.2% | $7,344-96.1% |