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 | $9,565 | $106,515-91.0% | $96,683-90.1% | $139,434-93.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.02% | 38.43%-5.4pp | 35.69%-2.7pp | 372.94%-339.9pp |
| Employer contribution / active EE | $1,544 | $4,103-62.4% | $3,737-58.7% | $4,751-67.5% |
| Participant deferral / active EE | $4,980 | $5,454-8.7% | $4,878+2.1% | $6,710-25.8% |
| Admin fee / account holder | $155 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |