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 8-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 | $5,741 | $58,577-90.2% | $83,333-93.1% | $64,186-91.1% |
| Participation rate | 98.1% | 72.0%+26.0pp | 77.8%+20.3pp | 69.6%+28.5pp |
| Annual return | 59.74% | 9.65%+50.1pp | 10.63%+49.1pp | 7.63%+52.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,472 | $4,654+17.6% | $5,565-1.7% | $3,470+57.7% |
| Admin fee / account holder | $135 | $9,275-98.5% | $7,510-98.2% | $4,888-97.2% |