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 | $1,615 | $20,316-92.1% | $66,042-97.6% | $74,304-97.8% |
| Participation rate | 77.6% | 62.8%+14.8pp | 67.5%+10.1pp | 60.3%+17.2pp |
| Annual return | 20.97% | 28.10%-7.1pp | 52.11%-31.1pp | 29.43%-8.5pp |
| Employer contribution / active EE | $322 | $745-56.7% | $1,579-79.6% | $2,241-85.6% |
| Participant deferral / active EE | $791 | $1,615-51.0% | $2,835-72.1% | $3,767-79.0% |
| Admin fee / account holder | $186 | $1,668-88.9% | $5,747-96.8% | $2,969-93.7% |