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 6-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 | $2,831 | $58,208-95.1% | $81,812-96.5% | $80,856-96.5% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 16.17% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $479 | $2,340-79.5% | $2,912-83.6% | $2,755-82.6% |
| Participant deferral / active EE | $1,176 | $3,281-64.2% | $4,319-72.8% | $4,296-72.6% |
| Admin fee / account holder | $46 | $4,981-99.1% | $7,386-99.4% | $6,918-99.3% |