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 | $6,420 | $95,971-93.3% | $74,550-91.4% | $135,375-95.3% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -9.08% | 56.96%-66.0pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $696 | $2,716-74.4% | $1,961-64.5% | $4,779-85.4% |
| Participant deferral / active EE | $1,813 | $3,843-52.8% | $3,108-41.7% | $5,609-67.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |