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 5-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 | $3,739 | $110,261-96.6% | $95,745-96.1% | $139,434-97.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.35% | 27.11%-9.8pp | 28.35%-11.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $459 | $3,257-85.9% | $2,835-83.8% | $4,751-90.3% |
| Participant deferral / active EE | $834 | $4,676-82.2% | $4,245-80.3% | $6,710-87.6% |
| Admin fee / account holder | $86 | $6,613-98.7% | $5,678-98.5% | $11,403-99.2% |