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 | $1,786 | $58,208-96.9% | $81,812-97.8% | $80,856-97.8% |
| Participation rate | 82.4% | 63.4%+19.0pp | 72.3%+10.1pp | 67.6%+14.8pp |
| Annual return | 43.66% | 41.66%+2.0pp | 773.79%-730.1pp | 35.59%+8.1pp |
| Employer contribution / active EE | $516 | $2,340-78.0% | $2,912-82.3% | $2,755-81.3% |
| Participant deferral / active EE | $1,109 | $3,281-66.2% | $4,319-74.3% | $4,296-74.2% |
| Admin fee / account holder | $163 | $4,981-96.7% | $7,386-97.8% | $6,918-97.6% |