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 | $5,767 | $99,341-94.2% | $84,750-93.2% | $273,961-97.9% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 16.73% | 22.93%-6.2pp | 22.78%-6.0pp | 41.45%-24.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,307 | $4,269-22.5% | $3,712-10.9% | $5,287-37.4% |
| Admin fee / account holder | $138 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |