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 | $4,733 | $48,230-90.2% | $67,502-93.0% | $80,856-94.1% |
| Participation rate | 70.0% | 66.4%+3.6pp | 72.9%-2.9pp | 67.6%+2.4pp |
| Annual return | 15.22% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $544 | $2,020-73.1% | $2,731-80.1% | $2,755-80.3% |
| Participant deferral / active EE | $948 | $2,924-67.6% | $4,000-76.3% | $4,296-77.9% |
| Admin fee / account holder | $16 | $3,681-99.6% | $3,998-99.6% | $6,918-99.8% |