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 4-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 | $4,429 | $48,230-90.8% | $67,502-93.4% | $80,856-94.5% |
| Participation rate | 78.0% | 66.4%+11.6pp | 72.9%+5.1pp | 67.6%+10.3pp |
| Annual return | 16.51% | 18.28%-1.8pp | 3512.12%-3495.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $895 | $2,020-55.7% | $2,731-67.2% | $2,755-67.5% |
| Participant deferral / active EE | $1,232 | $2,924-57.8% | $4,000-69.2% | $4,296-71.3% |
| Admin fee / account holder | $20 | $3,681-99.5% | $3,998-99.5% | $6,918-99.7% |