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 4-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 | $6,517 | $77,899-91.6% | $149,673-95.6% | $75,163-91.3% |
| Participation rate | 90.7% | 65.6%+25.2pp | 78.8%+12.0pp | 67.2%+23.5pp |
| Annual return | 38.87% | 31.72%+7.2pp | 134.42%-95.5pp | 160.62%-121.7pp |
| Employer contribution / active EE | $1,651 | $3,137-47.4% | $4,818-65.7% | $2,670-38.2% |
| Participant deferral / active EE | $2,166 | $3,411-36.5% | $5,680-61.9% | $4,125-47.5% |
| Admin fee / account holder | $82 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |