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 | $5,361 | $106,515-95.0% | $96,683-94.5% | $139,434-96.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 34.00% | 38.43%-4.4pp | 35.69%-1.7pp | 372.94%-338.9pp |
| Employer contribution / active EE | $1,381 | $4,103-66.3% | $3,737-63.0% | $4,751-70.9% |
| Participant deferral / active EE | $1,972 | $5,454-63.8% | $4,878-59.6% | $6,710-70.6% |
| Admin fee / account holder | $130 | $7,877-98.3% | $6,730-98.1% | $11,403-98.9% |