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 | $9,447 | $138,044-93.2% | $125,339-92.5% | $134,475-93.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -20.52% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,024 | $5,243-61.4% | $4,814-58.0% | $4,740-57.3% |
| Participant deferral / active EE | $3,461 | $7,799-55.6% | $7,446-53.5% | $6,400-45.9% |
| Admin fee / account holder | $253 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |