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 6-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 | $8,742 | $109,327-92.0% | $89,391-90.2% | $158,922-94.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.94% | 345.68%-319.7pp | 245.62%-219.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,545 | $3,170-51.3% | $2,586-40.2% | $4,761-67.5% |
| Participant deferral / active EE | $2,728 | $4,598-40.7% | $3,890-29.9% | $5,982-54.4% |
| Admin fee / account holder | $27 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |