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 | $4,609 | $48,230-90.4% | $67,502-93.2% | $80,856-94.3% |
| Participation rate | 78.1% | 66.4%+11.8pp | 72.9%+5.3pp | 67.6%+10.5pp |
| Annual return | 12.12% | 18.28%-6.2pp | 3512.12%-3500.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $978 | $2,924-66.6% | $4,000-75.6% | $4,296-77.2% |
| Admin fee / account holder | $55 | $3,681-98.5% | $3,998-98.6% | $6,918-99.2% |