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 5-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 | $5,780 | $99,877-94.2% | $84,966-93.2% | $145,922-96.0% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 12.20% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $754 | $3,231-76.7% | $2,727-72.3% | $4,660-83.8% |
| Participant deferral / active EE | $1,202 | $5,291-77.3% | $4,519-73.4% | $6,688-82.0% |
| Admin fee / account holder | $57 | $7,248-99.2% | $6,149-99.1% | $13,397-99.6% |