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 6-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 | $7,726 | $127,264-93.9% | $109,895-93.0% | $167,490-95.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 19.28% | 22.97%-3.7pp | 29.45%-10.2pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,600 | $3,322-51.8% | $2,842-43.7% | $4,837-66.9% |
| Participant deferral / active EE | $1,600 | $4,514-64.6% | $4,048-60.5% | $6,341-74.8% |
| Admin fee / account holder | $83 | $7,114-98.8% | $6,066-98.6% | $12,309-99.3% |