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 5-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 | $8,475 | $117,841-92.8% | $102,423-91.7% | $145,922-94.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 31.65%-20.9pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,219 | $3,615-66.3% | $3,023-59.7% | $4,660-73.8% |
| Participant deferral / active EE | $2,438 | $5,731-57.5% | $5,053-51.7% | $6,688-63.5% |
| Admin fee / account holder | $51 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |