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 | $3,162 | $80,717-96.1% | $154,803-98.0% | $84,808-96.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 28.12% | 37.96%-9.8pp | 58.88%-30.8pp | 40.90%-12.8pp |
| Employer contribution / active EE | $698 | $2,761-74.7% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $944 | $3,303-71.4% | $5,540-83.0% | $4,212-77.6% |
| Admin fee / account holder | $251 | $6,746-96.3% | $14,329-98.2% | $7,344-96.6% |