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 | $10,555 | $60,124-82.4% | $90,404-88.3% | $79,858-86.8% |
| Participation rate | 83.1% | 65.0%+18.1pp | 72.7%+10.4pp | 69.6%+13.4pp |
| Annual return | 14.84% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $782 | $2,068-62.2% | $3,262-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $885 | $2,938-69.9% | $3,963-77.7% | $3,740-76.3% |
| Admin fee / account holder | $166 | $3,976-95.8% | $5,611-97.0% | $5,306-96.9% |