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 | $3,221 | $55,706-94.2% | $75,886-95.8% | $72,985-95.6% |
| Participation rate | 82.4% | 61.1%+21.2pp | 69.3%+13.1pp | 69.5%+12.9pp |
| Annual return | 20.71% | 27.59%-6.9pp | 30.76%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,794 | $2,634-31.9% | $3,603-50.2% | $3,607-50.3% |
| Admin fee / account holder | $245 | $3,978-93.8% | $5,418-95.5% | $5,124-95.2% |