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 | $4,960 | $65,409-92.4% | $98,442-95.0% | $85,850-94.2% |
| Participation rate | 81.3% | 65.0%+16.3pp | 73.3%+7.9pp | 69.3%+11.9pp |
| Annual return | 20.41% | 21.76%-1.4pp | 1492.73%-1472.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $404 | $2,168-81.3% | $2,960-86.3% | $2,565-84.2% |
| Participant deferral / active EE | $2,488 | $3,166-21.4% | $4,276-41.8% | $3,952-37.0% |
| Admin fee / account holder | $233 | $4,593-94.9% | $5,949-96.1% | $6,260-96.3% |