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 | $11,640 | $95,971-87.9% | $74,550-84.4% | $135,375-91.4% |
| Participation rate | 95.5% | 75.7%+19.8pp | 69.1%+26.3pp | 82.6%+12.8pp |
| Annual return | -8.71% | 56.96%-65.7pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,933 | $2,716-28.8% | $1,961-1.4% | $4,779-59.6% |
| Participant deferral / active EE | $3,966 | $3,843+3.2% | $3,108+27.6% | $5,609-29.3% |
| Admin fee / account holder | $3 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |