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 | $2,749 | $48,230-94.3% | $67,502-95.9% | $80,856-96.6% |
| Participation rate | 81.5% | 66.4%+15.2pp | 72.9%+8.7pp | 67.6%+13.9pp |
| Annual return | 14.38% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,073 | $2,924-63.3% | $4,000-73.2% | $4,296-75.0% |
| Admin fee / account holder | $187 | $3,681-94.9% | $3,998-95.3% | $6,918-97.3% |