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 9-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 | $8,916 | $91,911-90.3% | $68,793-87.0% | $135,375-93.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.40% | -8.22%-1.2pp | -4.63%-4.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,966 | $3,924-24.4% | $2,625+13.0% | $4,779-37.9% |
| Participant deferral / active EE | $5,031 | $4,315+16.6% | $3,311+51.9% | $5,609-10.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |