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 9-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 | $5,846 | $46,869-87.5% | $122,332-95.2% | $70,131-91.7% |
| Participation rate | 84.4% | 58.2%+26.2pp | 71.6%+12.7pp | 69.5%+14.8pp |
| Annual return | 27.55% | 24.22%+3.3pp | 30.27%-2.7pp | 73.14%-45.6pp |
| Employer contribution / active EE | $900 | $1,288-30.1% | $4,050-77.8% | $2,342-61.6% |
| Participant deferral / active EE | $2,501 | $2,166+15.4% | $3,287-23.9% | $3,332-24.9% |
| Admin fee / account holder | $161 | $3,322-95.2% | $5,478-97.1% | $4,645-96.5% |