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 9-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 | $7,413 | $76,000-90.2% | $154,107-95.2% | $64,186-88.5% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | 1.66% | 30.32%-28.7pp | 735.12%-733.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,450 | $3,175-54.3% | $5,081-71.5% | $3,470-58.2% |
| Admin fee / account holder | $148 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |