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 3-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 | $2,689 | $109,982-97.6% | $97,226-97.2% | $145,922-98.2% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.5pp |
| Annual return | 23.79% | 242.90%-219.1pp | 75.13%-51.3pp | 561.29%-537.5pp |
| Employer contribution / active EE | $962 | $3,084-68.8% | $2,729-64.7% | $4,660-79.4% |
| Participant deferral / active EE | $1,022 | $4,676-78.1% | $4,264-76.0% | $6,688-84.7% |
| Admin fee / account holder | $19 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |