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 | $8,828 | $41,078-78.5% | $80,569-89.0% | $71,457-87.6% |
| Participation rate | 74.4% | 50.2%+24.2pp | 67.0%+7.4pp | 67.9%+6.5pp |
| Annual return | 1316.39% | 38.45%+1277.9pp | 935.43%+381.0pp | 28.85%+1287.5pp |
| Employer contribution / active EE | $724 | $1,506-51.9% | $2,723-73.4% | $2,588-72.0% |
| Participant deferral / active EE | $1,505 | $2,699-44.2% | $4,447-66.2% | $4,289-64.9% |
| Admin fee / account holder | $128 | $1,840-93.0% | $5,377-97.6% | $1,587-91.9% |