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 | $1,584 | $51,175-96.9% | $70,515-97.8% | $75,163-97.9% |
| Participation rate | 97.1% | 60.9%+36.1pp | 68.3%+28.7pp | 67.2%+29.9pp |
| Annual return | 32.67% | 30.02%+2.6pp | 32.77%-0.1pp | 160.62%-127.9pp |
| Employer contribution / active EE | $779 | $1,826-57.3% | $2,973-73.8% | $2,670-70.8% |
| Participant deferral / active EE | $1,520 | $2,849-46.7% | $4,567-66.7% | $4,125-63.2% |
| Admin fee / account holder | $256 | $4,091-93.7% | $6,412-96.0% | $5,651-95.5% |