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 5-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 | $4,347 | $78,926-94.5% | $136,749-96.8% | $84,808-94.9% |
| Participation rate | 95.5% | 62.2%+33.3pp | 72.1%+23.3pp | 68.3%+27.1pp |
| Annual return | 21.42% | 18.17%+3.2pp | 24.33%-2.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,223 | $3,168-61.4% | $4,692-73.9% | $4,212-71.0% |
| Admin fee / account holder | $56 | $6,369-99.1% | $11,386-99.5% | $7,344-99.2% |