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 | $4,638 | $72,400-93.6% | $67,502-93.1% | $145,922-96.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 14.02% | 7182.46%-7168.4pp | 3512.12%-3498.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $678 | $3,069-77.9% | $2,731-75.2% | $4,660-85.5% |
| Participant deferral / active EE | $1,131 | $4,783-76.3% | $4,000-71.7% | $6,688-83.1% |
| Admin fee / account holder | $161 | $5,539-97.1% | $3,998-96.0% | $13,397-98.8% |