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 3-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 | $4,067 | $109,982-96.3% | $97,226-95.8% | $145,922-97.2% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.5pp |
| Annual return | 14.42% | 242.90%-228.5pp | 75.13%-60.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,235 | $3,084-59.9% | $2,729-54.7% | $4,660-73.5% |
| Participant deferral / active EE | $1,391 | $4,676-70.3% | $4,264-67.4% | $6,688-79.2% |
| Admin fee / account holder | $277 | $6,221-95.6% | $5,654-95.1% | $13,397-97.9% |