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 9-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 | $5,889 | $95,971-93.9% | $74,550-92.1% | $135,375-95.7% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | 22.10% | 56.96%-34.9pp | 32.53%-10.4pp | 519.73%-497.6pp |
| Employer contribution / active EE | $1,387 | $2,716-48.9% | $1,961-29.3% | $4,779-71.0% |
| Participant deferral / active EE | $2,679 | $3,843-30.3% | $3,108-13.8% | $5,609-52.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |