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 | $6,945 | $91,552-92.4% | $133,956-94.8% | $79,858-91.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.56% | 61.85%-44.3pp | 45.09%-27.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $696 | $2,384-70.8% | $3,919-82.2% | $2,471-71.8% |
| Participant deferral / active EE | $2,669 | $3,733-28.5% | $5,048-47.1% | $3,740-28.6% |
| Admin fee / account holder | $255 | $6,321-96.0% | $8,927-97.1% | $5,306-95.2% |