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 | $18,250 | $167,307-89.1% | $143,757-87.3% | $134,475-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.34% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,772 | $5,619-50.7% | $4,951-44.0% | $4,740-41.5% |
| Participant deferral / active EE | $6,435 | $6,446-0.2% | $5,637+14.2% | $6,400+0.6% |
| Admin fee / account holder | $9 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |