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 7-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 | $3,638 | $48,046-92.4% | $84,611-95.7% | $72,985-95.0% |
| Participation rate | 97.7% | 57.6%+40.1pp | 68.2%+29.4pp | 69.5%+28.2pp |
| Annual return | 28.22% | 37.38%-9.2pp | 258.74%-230.5pp | 81.00%-52.8pp |
| Employer contribution / active EE | $702 | $1,602-56.2% | $2,652-73.5% | $2,440-71.2% |
| Participant deferral / active EE | $1,103 | $2,680-58.9% | $3,899-71.7% | $3,607-69.4% |
| Admin fee / account holder | $129 | $3,395-96.2% | $4,912-97.4% | $5,124-97.5% |