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 | $1,758 | $51,175-96.6% | $70,515-97.5% | $75,163-97.7% |
| Participation rate | 71.7% | 60.9%+10.8pp | 68.3%+3.4pp | 67.2%+4.5pp |
| Annual return | 49.09% | 30.02%+19.1pp | 32.77%+16.3pp | 160.62%-111.5pp |
| Employer contribution / active EE | $360 | $1,826-80.3% | $2,973-87.9% | $2,670-86.5% |
| Participant deferral / active EE | $1,460 | $2,849-48.8% | $4,567-68.0% | $4,125-64.6% |
| Admin fee / account holder | $244 | $4,091-94.0% | $6,412-96.2% | $5,651-95.7% |