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 | $2,647 | $51,175-94.8% | $70,515-96.2% | $75,163-96.5% |
| Participation rate | 74.6% | 60.9%+13.6pp | 68.3%+6.2pp | 67.2%+7.4pp |
| Annual return | 71.72% | 30.02%+41.7pp | 32.77%+39.0pp | 160.62%-88.9pp |
| Employer contribution / active EE | $793 | $1,826-56.6% | $2,973-73.3% | $2,670-70.3% |
| Participant deferral / active EE | $1,666 | $2,849-41.5% | $4,567-63.5% | $4,125-59.6% |
| Admin fee / account holder | $170 | $4,091-95.9% | $6,412-97.4% | $5,651-97.0% |