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 | $2,774 | $102,616-97.3% | $81,983-96.6% | $158,922-98.3% |
| Participation rate | 94.4% | 75.5%+18.9pp | 69.2%+25.2pp | 82.0%+12.5pp |
| Annual return | 23.15% | 61.04%-37.9pp | 41.31%-18.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $447 | $3,240-86.2% | $2,498-82.1% | $4,761-90.6% |
| Participant deferral / active EE | $1,134 | $4,648-75.6% | $3,722-69.5% | $5,982-81.0% |
| Admin fee / account holder | $199 | $8,235-97.6% | $5,664-96.5% | $11,246-98.2% |