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 | $3,005 | $58,208-94.8% | $81,812-96.3% | $80,856-96.3% |
| Participation rate | 73.8% | 63.4%+10.4pp | 72.3%+1.5pp | 67.6%+6.2pp |
| Annual return | 39.24% | 41.66%-2.4pp | 773.79%-734.5pp | 35.59%+3.6pp |
| Employer contribution / active EE | $753 | $2,340-67.8% | $2,912-74.1% | $2,755-72.7% |
| Participant deferral / active EE | $1,331 | $3,281-59.4% | $4,319-69.2% | $4,296-69.0% |
| Admin fee / account holder | $268 | $4,981-94.6% | $7,386-96.4% | $6,918-96.1% |