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 | $8,821 | $65,561-86.5% | $86,188-89.8% | $75,163-88.3% |
| Participation rate | 72.0% | 60.5%+11.5pp | 69.0%+3.0pp | 67.2%+4.8pp |
| Annual return | 25.75% | 46.05%-20.3pp | 1168.45%-1142.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $690 | $1,553-55.6% | $2,380-71.0% | $2,670-74.2% |
| Participant deferral / active EE | $2,152 | $3,024-28.8% | $3,985-46.0% | $4,125-47.8% |
| Admin fee / account holder | $7 | $5,474-99.9% | $6,852-99.9% | $5,651-99.9% |