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 10-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 | $6,607 | $176,377-96.3% | $134,143-95.1% | $158,922-95.8% |
| Participation rate | 82.6% | 78.7%+3.9pp | 72.2%+10.4pp | 82.0%+0.7pp |
| Annual return | 20.45% | 63.63%-43.2pp | 36.33%-15.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $745 | $5,040-85.2% | $3,704-79.9% | $4,761-84.3% |
| Participant deferral / active EE | $1,301 | $4,091-68.2% | $3,499-62.8% | $5,982-78.3% |
| Admin fee / account holder | $192 | $8,718-97.8% | $6,684-97.1% | $11,246-98.3% |