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 | $11,354 | $118,849-90.4% | $96,562-88.2% | $167,490-93.2% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 17.16% | 50.49%-33.3pp | 37.78%-20.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,642 | $3,120-47.4% | $2,356-30.3% | $4,837-66.1% |
| Participant deferral / active EE | $2,446 | $4,616-47.0% | $3,849-36.4% | $6,341-61.4% |
| Admin fee / account holder | $217 | $8,065-97.3% | $6,181-96.5% | $12,309-98.2% |