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 | $2,731 | $99,877-97.3% | $84,966-96.8% | $145,922-98.1% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 14.90% | 83.76%-68.9pp | 66.38%-51.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $932 | $5,291-82.4% | $4,519-79.4% | $6,688-86.1% |
| Admin fee / account holder | $181 | $7,248-97.5% | $6,149-97.1% | $13,397-98.7% |