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 8-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 | $2,167 | $55,706-96.1% | $75,886-97.1% | $72,985-97.0% |
| Participation rate | 92.9% | 61.1%+31.7pp | 69.3%+23.6pp | 69.5%+23.4pp |
| Annual return | 56.06% | 27.59%+28.5pp | 30.76%+25.3pp | 81.00%-24.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,631 | $2,634-38.1% | $3,603-54.7% | $3,607-54.8% |
| Admin fee / account holder | $66 | $3,978-98.3% | $5,418-98.8% | $5,124-98.7% |