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 4-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 | $9,730 | $154,117-93.7% | $129,995-92.5% | $139,434-93.0% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 20.65% | 32.48%-11.8pp | -137.18%+157.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,320 | $6,710-5.8% | $5,820+8.6% | $6,710-5.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |