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 10-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 | $3,192 | $100,773-96.8% | $88,946-96.4% | $142,382-97.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 19.06% | 70.18%-51.1pp | 57.82%-38.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,146 | $2,918-60.7% | $2,555-55.1% | $4,299-73.3% |
| Participant deferral / active EE | $899 | $5,230-82.8% | $4,581-80.4% | $6,507-86.2% |
| Admin fee / account holder | $85 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |