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 | $2,134 | $53,822-96.0% | $75,696-97.2% | $85,850-97.5% |
| Participation rate | 82.8% | 69.1%+13.7pp | 74.8%+7.9pp | 69.3%+13.4pp |
| Annual return | 49.52% | 24.54%+25.0pp | 104.53%-55.0pp | 318.53%-269.0pp |
| Employer contribution / active EE | $364 | $2,017-82.0% | $2,743-86.7% | $2,565-85.8% |
| Participant deferral / active EE | $1,309 | $2,895-54.8% | $3,821-65.8% | $3,952-66.9% |
| Admin fee / account holder | $7 | $3,343-99.8% | $3,619-99.8% | $6,260-99.9% |