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 | $2,955 | $77,899-96.2% | $149,673-98.0% | $75,163-96.1% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 29.49% | 31.72%-2.2pp | 134.42%-104.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $1,011 | $3,137-67.8% | $4,818-79.0% | $2,670-62.1% |
| Participant deferral / active EE | $1,018 | $3,411-70.2% | $5,680-82.1% | $4,125-75.3% |
| Admin fee / account holder | $139 | $5,956-97.7% | $13,210-98.9% | $5,651-97.5% |