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 | $5,321 | $202,432-97.4% | $169,368-96.9% | $139,434-96.2% |
| Participation rate | 93.3% | 81.1%+12.3pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 29.49% | 531.74%-502.3pp | 405.60%-376.1pp | 372.94%-343.5pp |
| Employer contribution / active EE | $1,291 | $4,692-72.5% | $4,013-67.8% | $4,751-72.8% |
| Participant deferral / active EE | $1,494 | $6,938-78.5% | $6,221-76.0% | $6,710-77.7% |
| Admin fee / account holder | $69 | $10,708-99.4% | $9,003-99.2% | $11,403-99.4% |