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 7-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 | $10,028 | $100,754-90.0% | $86,677-88.4% | $134,475-92.5% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -20.12% | 29.04%-49.2pp | 35.91%-56.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,351 | $3,489-61.3% | $2,836-52.4% | $4,740-71.5% |
| Participant deferral / active EE | $2,347 | $5,338-56.0% | $4,656-49.6% | $6,400-63.3% |
| Admin fee / account holder | $65 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |