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 4-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 | $3,265 | $48,230-93.2% | $67,502-95.2% | $80,856-96.0% |
| Participation rate | 81.5% | 66.4%+15.1pp | 72.9%+8.6pp | 67.6%+13.8pp |
| Annual return | 17.88% | 18.28%-0.4pp | 3512.12%-3494.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $938 | $2,020-53.6% | $2,731-65.7% | $2,755-66.0% |
| Participant deferral / active EE | $1,350 | $2,924-53.8% | $4,000-66.3% | $4,296-68.6% |
| Admin fee / account holder | $63 | $3,681-98.3% | $3,998-98.4% | $6,918-99.1% |