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 | $4,711 | $49,227-90.4% | $70,449-93.3% | $79,858-94.1% |
| Participation rate | 85.0% | 69.2%+15.8pp | 75.1%+9.9pp | 69.6%+15.4pp |
| Annual return | 30.50% | 30.06%+0.4pp | 109.03%-78.5pp | 31.71%-1.2pp |
| Employer contribution / active EE | $1,285 | $2,099-38.8% | $2,737-53.0% | $2,471-48.0% |
| Participant deferral / active EE | $1,829 | $2,768-33.9% | $3,709-50.7% | $3,740-51.1% |
| Admin fee / account holder | $135 | $2,878-95.3% | $3,845-96.5% | $5,306-97.5% |