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 3-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 | $2,166 | $95,561-97.7% | $77,163-97.2% | $139,434-98.4% |
| Participation rate | 81.3% | 73.9%+7.3pp | 69.6%+11.7pp | 80.3%+0.9pp |
| Annual return | 39.85% | 54.92%-15.1pp | 37.87%+2.0pp | 372.94%-333.1pp |
| Employer contribution / active EE | $904 | $3,147-71.3% | $2,535-64.3% | $4,751-81.0% |
| Participant deferral / active EE | $1,083 | $4,624-76.6% | $3,833-71.8% | $6,710-83.9% |
| Admin fee / account holder | $265 | $8,295-96.8% | $5,472-95.2% | $11,403-97.7% |