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 4-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 | $8,279 | $86,944-90.5% | $107,525-92.3% | $74,304-88.9% |
| Participation rate | 89.8% | 59.6%+30.3pp | 75.1%+14.8pp | 60.3%+29.5pp |
| Annual return | 21.19% | 23.52%-2.3pp | 181.32%-160.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,018 | $3,554-43.2% | $5,116-60.6% | $3,767-46.4% |
| Admin fee / account holder | $201 | $3,727-94.6% | $8,919-97.7% | $2,969-93.2% |