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 | $3,231 | $86,286-96.3% | $111,297-97.1% | $85,850-96.2% |
| Participation rate | 95.8% | 73.3%+22.5pp | 77.3%+18.5pp | 69.3%+26.5pp |
| Annual return | 66.35% | 19.99%+46.4pp | 54.65%+11.7pp | 318.53%-252.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,753 | $3,641-24.4% | $4,487-38.6% | $3,952-30.3% |
| Admin fee / account holder | $182 | $8,188-97.8% | $7,964-97.7% | $6,260-97.1% |