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 9-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 | $7,488 | $117,983-93.7% | $101,794-92.6% | $142,382-94.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 20.19% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,055 | $2,773-62.0% | $2,289-53.9% | $4,299-75.5% |
| Participant deferral / active EE | $1,621 | $4,714-65.6% | $4,084-60.3% | $6,507-75.1% |
| Admin fee / account holder | $48 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |