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 | $3,475 | $77,899-95.5% | $149,673-97.7% | $75,163-95.4% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 73.59% | 31.72%+41.9pp | 134.42%-60.8pp | 160.62%-87.0pp |
| Employer contribution / active EE | $1,172 | $3,137-62.6% | $4,818-75.7% | $2,670-56.1% |
| Participant deferral / active EE | $1,061 | $3,411-68.9% | $5,680-81.3% | $4,125-74.3% |
| Admin fee / account holder | $69 | $5,956-98.8% | $13,210-99.5% | $5,651-98.8% |