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 | $3,031 | $117,841-97.4% | $102,423-97.0% | $145,922-97.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 54.24% | 31.65%+22.6pp | 29.32%+24.9pp | 561.29%-507.0pp |
| Employer contribution / active EE | $1,035 | $3,615-71.4% | $3,023-65.8% | $4,660-77.8% |
| Participant deferral / active EE | $1,785 | $5,731-68.9% | $5,053-64.7% | $6,688-73.3% |
| Admin fee / account holder | $76 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |