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 | $10,220 | $85,766-88.1% | $136,294-92.5% | $70,131-85.4% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,358 | $2,966-20.5% | $4,695-49.8% | $2,342+0.6% |
| Participant deferral / active EE | $3,160 | $5,051-37.4% | $6,247-49.4% | $3,332-5.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |