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 | $2,591 | $81,248-96.8% | $155,509-98.3% | $80,856-96.8% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 20.72% | 33.31%-12.6pp | 64.67%-44.0pp | 35.59%-14.9pp |
| Employer contribution / active EE | $790 | $3,100-74.5% | $4,672-83.1% | $2,755-71.3% |
| Participant deferral / active EE | $916 | $3,452-73.5% | $5,626-83.7% | $4,296-78.7% |
| Admin fee / account holder | $27 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |