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 | $5,859 | $100,773-94.2% | $88,946-93.4% | $142,382-95.9% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 24.17% | 70.18%-46.0pp | 57.82%-33.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,128 | $2,918-61.3% | $2,555-55.9% | $4,299-73.8% |
| Participant deferral / active EE | $2,177 | $5,230-58.4% | $4,581-52.5% | $6,507-66.5% |
| Admin fee / account holder | $31 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |