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 | $11,742 | $150,440-92.2% | $136,294-91.4% | $147,584-92.0% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,461 | $5,256-34.1% | $4,695-26.3% | $4,876-29.0% |
| Participant deferral / active EE | $7,100 | $6,630+7.1% | $6,247+13.7% | $5,439+30.5% |
| Admin fee / account holder | $189 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |