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 8-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 | $9,631 | $106,890-91.0% | $84,015-88.5% | $152,861-93.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 26.12% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,434 | $2,734-47.6% | $1,983-27.7% | $4,762-69.9% |
| Participant deferral / active EE | $2,911 | $4,011-27.4% | $3,239-10.1% | $5,850-50.2% |
| Admin fee / account holder | $190 | $8,285-97.7% | $6,101-96.9% | $11,596-98.4% |