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 10-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 | $4,045 | $135,952-97.0% | $123,892-96.7% | $273,961-98.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,360 | $5,170-73.7% | $4,617-70.5% | $4,869-72.1% |
| Participant deferral / active EE | $2,591 | $6,343-59.2% | $5,984-56.7% | $5,287-51.0% |
| Admin fee / account holder | $103 | $9,817-98.9% | $8,357-98.8% | $10,132-99.0% |