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 | $1,584 | $51,175-96.9% | $70,515-97.8% | $75,163-97.9% |
| Participation rate | 89.5% | 60.9%+28.5pp | 68.3%+21.1pp | 67.2%+22.3pp |
| Annual return | 110.84% | 30.02%+80.8pp | 32.77%+78.1pp | 160.62%-49.8pp |
| Employer contribution / active EE | $744 | $1,826-59.3% | $2,973-75.0% | $2,670-72.1% |
| Participant deferral / active EE | $1,504 | $2,849-47.2% | $4,567-67.1% | $4,125-63.5% |
| Admin fee / account holder | $71 | $4,091-98.3% | $6,412-98.9% | $5,651-98.7% |