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 8-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 | $7,905 | $103,376-92.4% | $87,100-90.9% | $152,861-94.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.14% | 28.10%-8.0pp | 28.19%-8.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,303 | $3,220-59.5% | $2,521-48.3% | $4,762-72.6% |
| Participant deferral / active EE | $2,591 | $4,778-45.8% | $4,049-36.0% | $5,850-55.7% |
| Admin fee / account holder | $68 | $12,205-99.4% | $7,497-99.1% | $11,596-99.4% |