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 6-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 | $14,469 | $82,664-82.5% | $125,339-88.5% | $68,494-78.9% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,809 | $3,381-16.9% | $4,814-41.6% | $2,596+8.2% |
| Participant deferral / active EE | $7,802 | $6,110+27.7% | $7,446+4.8% | $4,027+93.7% |
| Admin fee / account holder | $78 | $6,275-98.8% | $10,010-99.2% | $5,403-98.6% |