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 9-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 | $3,206 | $46,869-93.2% | $122,332-97.4% | $70,131-95.4% |
| Participation rate | 97.8% | 58.2%+39.6pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 16.61% | 24.22%-7.6pp | 30.27%-13.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,229 | $1,288-4.6% | $4,050-69.7% | $2,342-47.6% |
| Participant deferral / active EE | $1,917 | $2,166-11.5% | $3,287-41.7% | $3,332-42.5% |
| Admin fee / account holder | $285 | $3,322-91.4% | $5,478-94.8% | $4,645-93.9% |