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 3-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 | $557 | $54,705-99.0% | $71,209-99.2% | $84,808-99.3% |
| Participation rate | 81.5% | 64.1%+17.4pp | 73.8%+7.7pp | 68.3%+13.2pp |
| Annual return | 23.97% | 35.90%-11.9pp | 282.51%-258.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $626 | $3,030-79.3% | $4,175-85.0% | $4,212-85.1% |
| Admin fee / account holder | $247 | $4,863-94.9% | $5,349-95.4% | $7,344-96.6% |