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 | $7,892 | $111,754-92.9% | $103,333-92.4% | $145,922-94.6% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 39.30% | 24.77%+14.5pp | 24.88%+14.4pp | 561.29%-522.0pp |
| Employer contribution / active EE | $2,091 | $4,212-50.4% | $3,868-45.9% | $4,660-55.1% |
| Participant deferral / active EE | $4,440 | $5,619-21.0% | $5,057-12.2% | $6,688-33.6% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |