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 3-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 | $7,136 | $95,416-92.5% | $185,823-96.2% | $85,850-91.7% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 17.72% | 23.59%-5.9pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,520 | $3,314-54.1% | $5,167-70.6% | $2,565-40.8% |
| Participant deferral / active EE | $3,388 | $3,423-1.0% | $5,568-39.2% | $3,952-14.3% |
| Admin fee / account holder | $228 | $7,213-96.8% | $16,237-98.6% | $6,260-96.4% |