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 8-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 | $4,334 | $57,541-92.5% | $95,745-95.5% | $75,163-94.2% |
| Participation rate | 89.7% | 62.5%+27.1pp | 72.3%+17.4pp | 67.2%+22.5pp |
| Annual return | 22.13% | 34.93%-12.8pp | 28.35%-6.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,003 | $1,808-44.5% | $2,835-64.6% | $2,670-62.4% |
| Participant deferral / active EE | $1,378 | $3,074-55.2% | $4,245-67.5% | $4,125-66.6% |
| Admin fee / account holder | $32 | $4,099-99.2% | $5,678-99.4% | $5,651-99.4% |