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 7-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 | $10,731 | $106,515-89.9% | $96,683-88.9% | $139,434-92.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 23.58% | 38.43%-14.8pp | 35.69%-12.1pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,429 | $4,103-65.2% | $3,737-61.8% | $4,751-69.9% |
| Participant deferral / active EE | $3,061 | $5,454-43.9% | $4,878-37.3% | $6,710-54.4% |
| Admin fee / account holder | $46 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |