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 6-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 | $7,838 | $133,958-94.1% | $112,228-93.0% | $134,475-94.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -20.20% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,950 | $4,038-51.7% | $3,635-46.4% | $4,740-58.9% |
| Participant deferral / active EE | $2,358 | $5,291-55.4% | $4,728-50.1% | $6,400-63.2% |
| Admin fee / account holder | $90 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |