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 3-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 | $11,529 | $91,538-87.4% | $129,995-91.1% | $75,163-84.7% |
| Participation rate | 73.1% | 71.4%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 37.26% | -631.11%+668.4pp | -137.18%+174.4pp | 160.62%-123.4pp |
| Employer contribution / active EE | $2,043 | $2,845-28.2% | $4,320-52.7% | $2,670-23.5% |
| Participant deferral / active EE | $3,192 | $4,341-26.5% | $5,820-45.2% | $4,125-22.6% |
| Admin fee / account holder | $25 | $6,790-99.6% | $10,614-99.8% | $5,651-99.6% |