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 5-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 | $6,665 | $77,899-91.4% | $149,673-95.5% | $75,163-91.1% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 81.23% | 31.72%+49.5pp | 134.42%-53.2pp | 160.62%-79.4pp |
| Employer contribution / active EE | $830 | $3,137-73.5% | $4,818-82.8% | $2,670-68.9% |
| Participant deferral / active EE | $2,077 | $3,411-39.1% | $5,680-63.4% | $4,125-49.7% |
| Admin fee / account holder | $104 | $5,956-98.3% | $13,210-99.2% | $5,651-98.2% |