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 | $8,155 | $163,101-95.0% | $136,749-94.0% | $142,382-94.3% |
| Participation rate | 78.6% | 78.2%+0.3pp | 72.1%+6.4pp | 80.1%-1.5pp |
| Annual return | 20.52% | 27.54%-7.0pp | 24.33%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,854 | $5,585-66.8% | $4,692-60.5% | $6,507-71.5% |
| Admin fee / account holder | $28 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |