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 | $4,881 | $57,281-91.5% | $86,612-94.4% | $75,163-93.5% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 21.10% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $373 | $2,314-83.9% | $3,022-87.7% | $2,670-86.0% |
| Participant deferral / active EE | $1,721 | $3,318-48.1% | $4,438-61.2% | $4,125-58.3% |
| Admin fee / account holder | $139 | $4,112-96.6% | $5,614-97.5% | $5,651-97.5% |