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 | $6,235 | $64,839-90.4% | $95,585-93.5% | $84,808-92.6% |
| Participation rate | 93.5% | 63.8%+29.7pp | 72.1%+21.5pp | 68.3%+25.2pp |
| Annual return | 23.55% | -670.96%+694.5pp | 38.56%-15.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $542 | $1,759-69.2% | $2,527-78.5% | $2,631-79.4% |
| Participant deferral / active EE | $855 | $2,965-71.2% | $4,023-78.7% | $4,212-79.7% |
| Admin fee / account holder | $32 | $5,964-99.5% | $6,127-99.5% | $7,344-99.6% |