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 | $16,360 | $87,013-81.2% | $106,213-84.6% | $80,856-79.8% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 35.24% | 17.05%+18.2pp | 116.14%-80.9pp | 35.59%-0.4pp |
| Employer contribution / active EE | $1,016 | $2,395-57.6% | $3,171-68.0% | $2,755-63.1% |
| Participant deferral / active EE | $4,126 | $3,986+3.5% | $5,016-17.7% | $4,296-4.0% |
| Admin fee / account holder | $105 | $8,431-98.8% | $11,033-99.0% | $6,918-98.5% |