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 3-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 | $3,318 | $48,230-93.1% | $67,502-95.1% | $80,856-95.9% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.6%+6.6pp |
| Annual return | 16.89% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $520 | $2,020-74.3% | $2,731-81.0% | $2,755-81.1% |
| Participant deferral / active EE | $1,167 | $2,924-60.1% | $4,000-70.8% | $4,296-72.8% |
| Admin fee / account holder | $150 | $3,681-95.9% | $3,998-96.3% | $6,918-97.8% |