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 | $3,624 | $109,982-96.7% | $97,226-96.3% | $145,922-97.5% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 12.89% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,204 | $4,676-74.3% | $4,264-71.8% | $6,688-82.0% |
| Admin fee / account holder | $186 | $6,221-97.0% | $5,654-96.7% | $13,397-98.6% |