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 | $8,627 | $74,927-88.5% | $101,794-91.5% | $84,808-89.8% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.2%+11.9pp | 68.3%+12.8pp |
| Annual return | 25.74% | 18.70%+7.0pp | 30.53%-4.8pp | 40.90%-15.2pp |
| Employer contribution / active EE | $446 | $1,522-70.7% | $2,289-80.5% | $2,631-83.1% |
| Participant deferral / active EE | $1,913 | $3,099-38.3% | $4,084-53.2% | $4,212-54.6% |
| Admin fee / account holder | $286 | $6,514-95.6% | $8,777-96.7% | $7,344-96.1% |