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 | $6,468 | $64,839-90.0% | $95,585-93.2% | $84,808-92.4% |
| Participation rate | 97.4% | 63.8%+33.6pp | 72.1%+25.3pp | 68.3%+29.1pp |
| Annual return | 22.09% | -670.96%+693.0pp | 38.56%-16.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $852 | $1,759-51.5% | $2,527-66.3% | $2,631-67.6% |
| Participant deferral / active EE | $1,209 | $2,965-59.2% | $4,023-69.9% | $4,212-71.3% |
| Admin fee / account holder | $56 | $5,964-99.1% | $6,127-99.1% | $7,344-99.2% |