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 | $3,522 | $109,327-96.8% | $89,391-96.1% | $158,922-97.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 16.30% | 345.68%-329.4pp | 245.62%-229.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $511 | $3,170-83.9% | $2,586-80.2% | $4,761-89.3% |
| Participant deferral / active EE | $1,268 | $4,598-72.4% | $3,890-67.4% | $5,982-78.8% |
| Admin fee / account holder | $64 | $6,153-99.0% | $4,881-98.7% | $11,246-99.4% |