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 | $8,001 | $48,795-83.6% | $65,493-87.8% | $84,808-90.6% |
| Participation rate | 90.0% | 67.0%+23.0pp | 73.1%+16.9pp | 68.3%+21.7pp |
| Annual return | 18.94% | 20.20%-1.3pp | 982.45%-963.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,089 | $1,930-43.6% | $2,574-57.7% | $2,631-58.6% |
| Participant deferral / active EE | $1,947 | $2,928-33.5% | $3,961-50.8% | $4,212-53.8% |
| Admin fee / account holder | $131 | $3,877-96.6% | $5,028-97.4% | $7,344-98.2% |