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 8-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 | $3,839 | $115,770-96.7% | $101,248-96.2% | $158,922-97.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 36.19% | 56.14%-19.9pp | 46.47%-10.3pp | 302.83%-266.6pp |
| Employer contribution / active EE | $1,212 | $4,175-71.0% | $3,660-66.9% | $4,761-74.6% |
| Participant deferral / active EE | $3,141 | $4,957-36.6% | $4,370-28.1% | $5,982-47.5% |
| Admin fee / account holder | $167 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |