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 | $5,837 | $80,968-92.8% | $96,544-94.0% | $75,163-92.2% |
| Participation rate | 75.6% | 71.8%+3.8pp | 76.0%-0.4pp | 67.2%+8.4pp |
| Annual return | 30.84% | 27.06%+3.8pp | 25.84%+5.0pp | 160.62%-129.8pp |
| Employer contribution / active EE | $1,105 | $2,282-51.6% | $2,965-62.7% | $2,670-58.6% |
| Participant deferral / active EE | $1,943 | $3,928-50.5% | $4,851-59.9% | $4,125-52.9% |
| Admin fee / account holder | $127 | $6,724-98.1% | $8,252-98.5% | $5,651-97.8% |