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 4-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 | $7,568 | $79,944-90.5% | $98,439-92.3% | $75,163-89.9% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.2%+6.7pp | 67.2%+14.6pp |
| Annual return | 57.50% | 19.75%+37.8pp | 21.16%+36.3pp | 160.62%-103.1pp |
| Employer contribution / active EE | $1,742 | $2,264-23.1% | $3,048-42.9% | $2,670-34.8% |
| Participant deferral / active EE | $1,867 | $3,752-50.2% | $4,738-60.6% | $4,125-54.7% |
| Admin fee / account holder | $105 | $6,840-98.5% | $8,948-98.8% | $5,651-98.1% |