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 4-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 | $2,502 | $57,016-95.6% | $84,966-97.1% | $80,856-96.9% |
| Participation rate | 88.0% | 56.3%+31.7pp | 67.5%+20.5pp | 67.6%+20.4pp |
| Annual return | 13.12% | 21.66%-8.5pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $887 | $3,110-71.5% | $4,519-80.4% | $4,296-79.4% |
| Admin fee / account holder | $253 | $4,980-94.9% | $6,149-95.9% | $6,918-96.3% |