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 | $6,435 | $77,899-91.7% | $149,673-95.7% | $75,163-91.4% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 23.50% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $911 | $3,137-71.0% | $4,818-81.1% | $2,670-65.9% |
| Participant deferral / active EE | $2,229 | $3,411-34.6% | $5,680-60.7% | $4,125-46.0% |
| Admin fee / account holder | $156 | $5,956-97.4% | $13,210-98.8% | $5,651-97.2% |