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 | $1,550 | $46,553-96.7% | $64,056-97.6% | $75,163-97.9% |
| Participation rate | 77.6% | 65.9%+11.7pp | 72.3%+5.3pp | 67.2%+10.4pp |
| Annual return | 32.87% | 26.03%+6.8pp | 33.69%-0.8pp | 160.62%-127.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $950 | $2,837-66.5% | $3,880-75.5% | $4,125-77.0% |
| Admin fee / account holder | $162 | $2,952-94.5% | $3,068-94.7% | $5,651-97.1% |