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 9-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 | $12,982 | $58,512-77.8% | $84,015-84.5% | $72,985-82.2% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 69.5%+26.8pp |
| Annual return | 17.53% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $901 | $1,163-22.5% | $1,983-54.6% | $2,440-63.1% |
| Participant deferral / active EE | $2,959 | $2,394+23.6% | $3,239-8.6% | $3,607-18.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |