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 5-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 | $2,589 | $69,207-96.3% | $64,056-96.0% | $139,434-98.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 24.18% | 45.88%-21.7pp | 33.69%-9.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $854 | $4,682-81.8% | $3,880-78.0% | $6,710-87.3% |
| Admin fee / account holder | $8 | $4,244-99.8% | $3,068-99.7% | $11,403-99.9% |