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 | $11,029 | $85,202-87.1% | $172,739-93.6% | $72,985-84.9% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 26.63% | 27.32%-0.7pp | 802.84%-776.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,005 | $3,324-69.8% | $5,143-80.5% | $2,440-58.8% |
| Participant deferral / active EE | $3,804 | $3,260+16.7% | $5,198-26.8% | $3,607+5.5% |
| Admin fee / account holder | $203 | $5,884-96.5% | $13,954-98.5% | $5,124-96.0% |