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 8-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 | $4,527 | $55,706-91.9% | $75,886-94.0% | $72,985-93.8% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.3%+15.6pp | 69.5%+15.4pp |
| Annual return | 231.90% | 27.59%+204.3pp | 30.76%+201.1pp | 81.00%+150.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,892 | $2,634+47.8% | $3,603+8.0% | $3,607+7.9% |
| Admin fee / account holder | $124 | $3,978-96.9% | $5,418-97.7% | $5,124-97.6% |