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 | $6,238 | $118,849-94.8% | $96,562-93.5% | $167,490-96.3% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 16.41% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,091 | $3,120-65.0% | $2,356-53.7% | $4,837-77.5% |
| Participant deferral / active EE | $1,640 | $4,616-64.5% | $3,849-57.4% | $6,341-74.1% |
| Admin fee / account holder | $8 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |