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 8-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 | $4,249 | $77,899-94.5% | $149,673-97.2% | $75,163-94.3% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 35.69% | 31.72%+4.0pp | 134.42%-98.7pp | 160.62%-124.9pp |
| Employer contribution / active EE | $3,981 | $3,137+26.9% | $4,818-17.4% | $2,670+49.1% |
| Participant deferral / active EE | $1,089 | $3,411-68.1% | $5,680-80.8% | $4,125-73.6% |
| Admin fee / account holder | $39 | $5,956-99.3% | $13,210-99.7% | $5,651-99.3% |