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 9-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 | $4,789 | $137,414-96.5% | $189,513-97.5% | $85,850-94.4% |
| Participation rate | 87.0% | 84.6%+2.4pp | 87.8%-0.8pp | 69.3%+17.7pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,242 | $4,344-48.4% | $6,162-63.6% | $2,565-12.6% |
| Participant deferral / active EE | $3,312 | $6,260-47.1% | $8,221-59.7% | $3,952-16.2% |
| Admin fee / account holder | $216 | $8,630-97.5% | $12,045-98.2% | $6,260-96.5% |