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 8-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 | $4,692 | $60,124-92.2% | $90,404-94.8% | $79,858-94.1% |
| Participation rate | 87.5% | 65.0%+22.5pp | 72.7%+14.8pp | 69.6%+17.9pp |
| Annual return | 30.81% | 71.94%-41.1pp | 1293.02%-1262.2pp | 31.71%-0.9pp |
| Employer contribution / active EE | $867 | $2,068-58.1% | $3,262-73.4% | $2,471-64.9% |
| Participant deferral / active EE | $2,131 | $2,938-27.5% | $3,963-46.2% | $3,740-43.0% |
| Admin fee / account holder | $174 | $3,976-95.6% | $5,611-96.9% | $5,306-96.7% |