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 8-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 | $7,762 | $108,172-92.8% | $77,482-90.0% | $158,922-95.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 28.90% | 31.67%-2.8pp | 54.79%-25.9pp | 302.83%-273.9pp |
| Employer contribution / active EE | $180 | $1,325-86.4% | $986-81.8% | $4,761-96.2% |
| Participant deferral / active EE | $3,825 | $2,456+55.7% | $1,861+105.5% | $5,982-36.1% |
| Admin fee / account holder | $31 | $3,708-99.2% | $2,858-98.9% | $11,246-99.7% |