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 10-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 | $3,214 | $51,576-93.8% | $129,207-97.5% | $80,856-96.0% |
| Participation rate | 72.0% | 57.0%+15.0pp | 69.6%+2.4pp | 67.6%+4.4pp |
| Annual return | 14.02% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $853 | $2,669-68.0% | $4,168-79.5% | $4,296-80.1% |
| Admin fee / account holder | $229 | $4,305-94.7% | $7,715-97.0% | $6,918-96.7% |