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 10-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 | $14,131 | $138,065-89.8% | $123,544-88.6% | $135,375-89.6% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -7.83% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,765 | $5,151-65.7% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $2,922 | $6,799-57.0% | $6,426-54.5% | $5,609-47.9% |
| Admin fee / account holder | $164 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |