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 9-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 | $7,910 | $102,616-92.3% | $81,983-90.4% | $158,922-95.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 47.99% | 61.04%-13.1pp | 41.31%+6.7pp | 302.83%-254.8pp |
| Employer contribution / active EE | $847 | $3,240-73.8% | $2,498-66.1% | $4,761-82.2% |
| Participant deferral / active EE | $2,769 | $4,648-40.4% | $3,722-25.6% | $5,982-53.7% |
| Admin fee / account holder | $32 | $8,235-99.6% | $5,664-99.4% | $11,246-99.7% |