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 | $2,426 | $80,717-97.0% | $154,803-98.4% | $84,808-97.1% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.5pp | 68.3%+15.3pp |
| Annual return | 37.90% | 37.96%-0.1pp | 58.88%-21.0pp | 40.90%-3.0pp |
| Employer contribution / active EE | $858 | $2,761-68.9% | $4,305-80.1% | $2,631-67.4% |
| Participant deferral / active EE | $886 | $3,303-73.2% | $5,540-84.0% | $4,212-79.0% |
| Admin fee / account holder | $56 | $6,746-99.2% | $14,329-99.6% | $7,344-99.2% |