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 | $12,801 | $103,376-87.6% | $87,100-85.3% | $152,861-91.6% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,845 | $3,220-42.7% | $2,521-26.8% | $4,762-61.3% |
| Participant deferral / active EE | $4,320 | $4,778-9.6% | $4,049+6.7% | $5,850-26.2% |
| Admin fee / account holder | $15 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |