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 3-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 | $1,892 | $81,248-97.7% | $155,509-98.8% | $80,856-97.7% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 22.61% | 33.31%-10.7pp | 64.67%-42.1pp | 35.59%-13.0pp |
| Employer contribution / active EE | $457 | $3,100-85.3% | $4,672-90.2% | $2,755-83.4% |
| Participant deferral / active EE | $916 | $3,452-73.4% | $5,626-83.7% | $4,296-78.7% |
| Admin fee / account holder | $249 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |