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 | $6,082 | $60,892-90.0% | $82,389-92.6% | $84,808-92.8% |
| Participation rate | 80.8% | 63.3%+17.5pp | 69.5%+11.2pp | 68.3%+12.5pp |
| Annual return | 53.18% | 37.29%+15.9pp | 28.67%+24.5pp | 40.90%+12.3pp |
| Employer contribution / active EE | $1,254 | $1,779-29.5% | $2,517-50.2% | $2,631-52.3% |
| Participant deferral / active EE | $2,464 | $3,179-22.5% | $4,155-40.7% | $4,212-41.5% |
| Admin fee / account holder | $289 | $5,467-94.7% | $7,231-96.0% | $7,344-96.1% |