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 | $5,760 | $162,781-96.5% | $133,956-95.7% | $158,922-96.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 31.90% | 41.94%-10.0pp | 45.09%-13.2pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,121 | $4,975-77.5% | $3,919-71.4% | $4,761-76.4% |
| Participant deferral / active EE | $2,189 | $5,911-63.0% | $5,048-56.6% | $5,982-63.4% |
| Admin fee / account holder | $231 | $11,736-98.0% | $8,927-97.4% | $11,246-97.9% |