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 8-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 | $6,433 | $106,543-94.0% | $91,220-92.9% | $134,475-95.2% |
| Participation rate | 81.0% | 76.8%+4.1pp | 73.2%+7.8pp | 81.2%-0.3pp |
| Annual return | -19.34% | 160.60%-179.9pp | 114.01%-133.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $478 | $3,331-85.6% | $2,850-83.2% | $4,740-89.9% |
| Participant deferral / active EE | $1,231 | $4,719-73.9% | $4,234-70.9% | $6,400-80.8% |
| Admin fee / account holder | $273 | $6,231-95.6% | $5,420-95.0% | $11,426-97.6% |