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 10-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 | $26,998 | $131,829-79.5% | $108,579-75.1% | $273,961-90.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 7.59% | -91.57%+99.2pp | -51.70%+59.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,807 | $4,912-63.2% | $3,758-51.9% | $4,869-62.9% |
| Participant deferral / active EE | $7,283 | $5,127+42.0% | $4,311+68.9% | $5,287+37.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |