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 | $13,825 | $138,065-90.0% | $123,544-88.8% | $135,375-89.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.29% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,178 | $5,151-77.1% | $4,628-74.5% | $4,779-75.4% |
| Participant deferral / active EE | $2,356 | $6,799-65.4% | $6,426-63.3% | $5,609-58.0% |
| Admin fee / account holder | $76 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |