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 | $2,191 | $52,380-95.8% | $98,755-97.8% | $85,850-97.4% |
| Participation rate | 89.6% | 58.0%+31.6pp | 65.7%+23.9pp | 69.3%+20.3pp |
| Annual return | 20.41% | 25.82%-5.4pp | 49.91%-29.5pp | 318.53%-298.1pp |
| Employer contribution / active EE | $803 | $1,337-40.0% | $2,067-61.2% | $2,565-68.7% |
| Participant deferral / active EE | $1,387 | $2,101-34.0% | $3,035-54.3% | $3,952-64.9% |
| Admin fee / account holder | $285 | $3,865-92.6% | $4,076-93.0% | $6,260-95.4% |