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 | $2,821 | $46,553-93.9% | $64,056-95.6% | $75,163-96.2% |
| Participation rate | 77.6% | 65.9%+11.6pp | 72.3%+5.2pp | 67.2%+10.4pp |
| Annual return | 56.17% | 26.03%+30.1pp | 33.69%+22.5pp | 160.62%-104.4pp |
| Employer contribution / active EE | $827 | $1,974-58.1% | $2,747-69.9% | $2,670-69.0% |
| Participant deferral / active EE | $1,081 | $2,837-61.9% | $3,880-72.1% | $4,125-73.8% |
| Admin fee / account holder | $17 | $2,952-99.4% | $3,068-99.5% | $5,651-99.7% |