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 | $3,027 | $53,516-94.3% | $126,539-97.6% | $84,808-96.4% |
| Participation rate | 71.8% | 58.2%+13.5pp | 69.8%+2.0pp | 68.3%+3.5pp |
| Annual return | 18.48% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $915 | $2,671-65.7% | $4,083-77.6% | $4,212-78.3% |
| Admin fee / account holder | $95 | $4,497-97.9% | $6,065-98.4% | $7,344-98.7% |