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 | $2,930 | $77,899-96.2% | $149,673-98.0% | $75,163-96.1% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 26.74% | 31.72%-5.0pp | 134.42%-107.7pp | 160.62%-133.9pp |
| Employer contribution / active EE | $677 | $3,137-78.4% | $4,818-86.0% | $2,670-74.7% |
| Participant deferral / active EE | $1,179 | $3,411-65.4% | $5,680-79.2% | $4,125-71.4% |
| Admin fee / account holder | $299 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |