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 4-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 | $5,068 | $80,717-93.7% | $154,803-96.7% | $84,808-94.0% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.6pp | 68.3%+15.3pp |
| Annual return | 25.38% | 37.96%-12.6pp | 58.88%-33.5pp | 40.90%-15.5pp |
| Employer contribution / active EE | $444 | $2,761-83.9% | $4,305-89.7% | $2,631-83.1% |
| Participant deferral / active EE | $1,233 | $3,303-62.7% | $5,540-77.7% | $4,212-70.7% |
| Admin fee / account holder | $122 | $6,746-98.2% | $14,329-99.1% | $7,344-98.3% |