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 4-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 | $2,964 | $69,207-95.7% | $64,056-95.4% | $139,434-97.9% |
| Participation rate | 76.2% | 75.6%+0.6pp | 72.3%+3.9pp | 80.3%-4.1pp |
| Annual return | 40.80% | 45.88%-5.1pp | 33.69%+7.1pp | 372.94%-332.1pp |
| Employer contribution / active EE | $561 | $3,182-82.4% | $2,747-79.6% | $4,751-88.2% |
| Participant deferral / active EE | $934 | $4,682-80.1% | $3,880-75.9% | $6,710-86.1% |
| Admin fee / account holder | $7 | $4,244-99.8% | $3,068-99.8% | $11,403-99.9% |