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 | $3,640 | $48,795-92.5% | $65,493-94.4% | $84,808-95.7% |
| Participation rate | 86.1% | 67.0%+19.1pp | 73.1%+13.0pp | 68.3%+17.8pp |
| Annual return | 23.21% | 20.20%+3.0pp | 982.45%-959.2pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,386 | $2,928-52.7% | $3,961-65.0% | $4,212-67.1% |
| Admin fee / account holder | $200 | $3,877-94.9% | $5,028-96.0% | $7,344-97.3% |