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 | $9,957 | $127,777-92.2% | $106,548-90.7% | $167,490-94.1% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 20.79% | 33.87%-13.1pp | 26.80%-6.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $711 | $3,427-79.3% | $2,819-74.8% | $4,837-85.3% |
| Participant deferral / active EE | $1,871 | $5,087-63.2% | $4,398-57.5% | $6,341-70.5% |
| Admin fee / account holder | $37 | $11,228-99.7% | $7,407-99.5% | $12,309-99.7% |