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 | $7,920 | $91,538-91.3% | $129,995-93.9% | $75,163-89.5% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 21.66% | -631.11%+652.8pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,213 | $2,845-57.4% | $4,320-71.9% | $2,670-54.5% |
| Participant deferral / active EE | $2,068 | $4,341-52.4% | $5,820-64.5% | $4,125-49.9% |
| Admin fee / account holder | $266 | $6,790-96.1% | $10,614-97.5% | $5,651-95.3% |