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 | $3,655 | $114,381-96.8% | $107,525-96.6% | $142,382-97.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 26.62% | 242.71%-216.1pp | 181.32%-154.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,052 | $4,015-73.8% | $3,754-72.0% | $4,299-75.5% |
| Participant deferral / active EE | $1,831 | $5,564-67.1% | $5,116-64.2% | $6,507-71.9% |
| Admin fee / account holder | $45 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |