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 | $4,567 | $167,307-97.3% | $143,757-96.8% | $134,475-96.6% |
| Participation rate | 86.4% | 84.8%+1.6pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -17.88% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,206 | $6,446-65.8% | $5,637-60.9% | $6,400-65.5% |
| Admin fee / account holder | $181 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |