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 5-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 | $4,762 | $115,770-95.9% | $101,248-95.3% | $158,922-97.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.63% | 56.14%-28.5pp | 46.47%-18.8pp | 302.83%-275.2pp |
| Employer contribution / active EE | $800 | $4,175-80.8% | $3,660-78.1% | $4,761-83.2% |
| Participant deferral / active EE | $1,593 | $4,957-67.9% | $4,370-63.5% | $5,982-73.4% |
| Admin fee / account holder | $96 | $7,245-98.7% | $5,945-98.4% | $11,246-99.1% |