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 | $9,530 | $117,983-91.9% | $101,794-90.6% | $142,382-93.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 29.10% | 36.92%-7.8pp | 30.53%-1.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,032 | $2,773-62.8% | $2,289-54.9% | $4,299-76.0% |
| Participant deferral / active EE | $2,466 | $4,714-47.7% | $4,084-39.6% | $6,507-62.1% |
| Admin fee / account holder | $107 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |