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 7-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 | $4,098 | $45,073-90.9% | $69,455-94.1% | $72,985-94.4% |
| Participation rate | 91.7% | 68.5%+23.2pp | 74.6%+17.1pp | 69.5%+22.2pp |
| Annual return | 35.64% | 22.65%+13.0pp | 28.97%+6.7pp | 81.00%-45.4pp |
| Employer contribution / active EE | $497 | $2,054-75.8% | $2,779-82.1% | $2,440-79.6% |
| Participant deferral / active EE | $1,742 | $2,602-33.1% | $3,535-50.7% | $3,607-51.7% |
| Admin fee / account holder | $248 | $3,056-91.9% | $3,839-93.5% | $5,124-95.2% |