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 7-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 | $10,496 | $95,803-89.0% | $113,168-90.7% | $84,808-87.6% |
| Participation rate | 87.2% | 72.9%+14.4pp | 76.6%+10.7pp | 68.3%+18.9pp |
| Annual return | 20.75% | 25.00%-4.3pp | 24.27%-3.5pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,466 | $4,242-18.3% | $5,107-32.1% | $4,212-17.7% |
| Admin fee / account holder | $126 | $8,989-98.6% | $12,068-99.0% | $7,344-98.3% |