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 | $2,124 | $49,173-95.7% | $121,098-98.2% | $75,163-97.2% |
| Participation rate | 79.4% | 55.4%+24.0pp | 69.5%+9.9pp | 67.2%+12.2pp |
| Annual return | 17.83% | 55.99%-38.2pp | 985.75%-967.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $900 | $1,546-41.8% | $4,164-78.4% | $2,670-66.3% |
| Participant deferral / active EE | $1,259 | $2,628-52.1% | $4,080-69.1% | $4,125-69.5% |
| Admin fee / account holder | $217 | $3,942-94.5% | $5,644-96.2% | $5,651-96.2% |