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 | $2,767 | $99,918-97.2% | $81,382-96.6% | $145,922-98.1% |
| Participation rate | 77.3% | 74.2%+3.1pp | 69.5%+7.8pp | 80.3%-3.0pp |
| Annual return | 16.47% | 34.32%-17.9pp | 24.73%-8.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,289 | $4,605-72.0% | $3,883-66.8% | $6,688-80.7% |
| Admin fee / account holder | $113 | $8,212-98.6% | $5,768-98.0% | $13,397-99.2% |