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 | $3,348 | $105,931-96.8% | $81,930-95.9% | $158,922-97.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 62.60% | 38.17%+24.4pp | 29.49%+33.1pp | 302.83%-240.2pp |
| Employer contribution / active EE | $995 | $7,800-87.2% | $4,310-76.9% | $4,761-79.1% |
| Participant deferral / active EE | $1,098 | $13,003-91.6% | $7,107-84.6% | $5,982-81.7% |
| Admin fee / account holder | $8 | $8,489-99.9% | $5,158-99.8% | $11,246-99.9% |