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 | $3,058 | $60,892-95.0% | $82,389-96.3% | $84,808-96.4% |
| Participation rate | 82.9% | 63.3%+19.6pp | 69.5%+13.3pp | 68.3%+14.5pp |
| Annual return | 18.36% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,180 | $3,179-62.9% | $4,155-71.6% | $4,212-72.0% |
| Admin fee / account holder | $204 | $5,467-96.3% | $7,231-97.2% | $7,344-97.2% |