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 | $5,240 | $92,703-94.3% | $82,719-93.7% | $134,475-96.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -15.38% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $929 | $3,274-71.6% | $3,009-69.1% | $4,740-80.4% |
| Participant deferral / active EE | $3,154 | $4,802-34.3% | $4,395-28.2% | $6,400-50.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |