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 | $6,579 | $110,261-94.0% | $95,745-93.1% | $139,434-95.3% |
| Participation rate | 84.6% | 75.8%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 21.90% | 27.11%-5.2pp | 28.35%-6.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,124 | $3,257-65.5% | $2,835-60.4% | $4,751-76.3% |
| Participant deferral / active EE | $2,414 | $4,676-48.4% | $4,245-43.1% | $6,710-64.0% |
| Admin fee / account holder | $126 | $6,613-98.1% | $5,678-97.8% | $11,403-98.9% |