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 6-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 | $3,662 | $77,899-95.3% | $149,673-97.6% | $75,163-95.1% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.2pp |
| Annual return | 15.64% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $875 | $3,411-74.3% | $5,680-84.6% | $4,125-78.8% |
| Admin fee / account holder | $20 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |