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 | $6,470 | $228,332-97.2% | $185,823-96.5% | $158,922-95.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 44.38% | 40.80%+3.6pp | 35.95%+8.4pp | 302.83%-258.4pp |
| Employer contribution / active EE | $1,865 | $4,967-62.5% | $4,087-54.4% | $4,761-60.8% |
| Participant deferral / active EE | $3,864 | $6,415-39.8% | $5,632-31.4% | $5,982-35.4% |
| Admin fee / account holder | $44 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |