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 | $2,380 | $51,175-95.3% | $70,515-96.6% | $75,163-96.8% |
| Participation rate | 78.8% | 60.9%+17.9pp | 68.3%+10.5pp | 67.2%+11.7pp |
| Annual return | 120.81% | 30.02%+90.8pp | 32.77%+88.0pp | 160.62%-39.8pp |
| Employer contribution / active EE | $978 | $1,826-46.4% | $2,973-67.1% | $2,670-63.4% |
| Participant deferral / active EE | $2,564 | $2,849-10.0% | $4,567-43.9% | $4,125-37.9% |
| Admin fee / account holder | $95 | $4,091-97.7% | $6,412-98.5% | $5,651-98.3% |