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 3-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 | $2,887 | $81,248-96.4% | $155,509-98.1% | $80,856-96.4% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 21.88% | 33.31%-11.4pp | 64.67%-42.8pp | 35.59%-13.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,001 | $3,452-42.0% | $5,626-64.4% | $4,296-53.4% |
| Admin fee / account holder | $55 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |