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 7-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 | $7,447 | $102,616-92.7% | $81,983-90.9% | $158,922-95.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 61.78% | 61.04%+0.7pp | 41.31%+20.5pp | 302.83%-241.0pp |
| Employer contribution / active EE | $1,556 | $3,240-52.0% | $2,498-37.7% | $4,761-67.3% |
| Participant deferral / active EE | $2,902 | $4,648-37.6% | $3,722-22.0% | $5,982-51.5% |
| Admin fee / account holder | $30 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |