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 | $10,616 | $57,541-81.6% | $95,745-88.9% | $75,163-85.9% |
| Participation rate | 76.0% | 62.5%+13.5pp | 72.3%+3.7pp | 67.2%+8.8pp |
| Annual return | 61.68% | 34.93%+26.7pp | 28.35%+33.3pp | 160.62%-98.9pp |
| Employer contribution / active EE | $1,887 | $1,808+4.4% | $2,835-33.4% | $2,670-29.3% |
| Participant deferral / active EE | $3,964 | $3,074+29.0% | $4,245-6.6% | $4,125-3.9% |
| Admin fee / account holder | $148 | $4,099-96.4% | $5,678-97.4% | $5,651-97.4% |