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 | $6,601 | $81,248-91.9% | $155,509-95.8% | $80,856-91.8% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.5pp |
| Annual return | 17.92% | 33.31%-15.4pp | 64.67%-46.7pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,544 | $3,100-50.2% | $4,672-66.9% | $2,755-43.9% |
| Participant deferral / active EE | $2,043 | $3,452-40.8% | $5,626-63.7% | $4,296-52.4% |
| Admin fee / account holder | $223 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |