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 7-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 | $6,004 | $106,543-94.4% | $91,220-93.4% | $134,475-95.5% |
| Participation rate | 95.8% | 76.8%+19.0pp | 73.2%+22.6pp | 81.2%+14.6pp |
| Annual return | -13.88% | 160.60%-174.5pp | 114.01%-127.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,427 | $3,331-57.2% | $2,850-49.9% | $4,740-69.9% |
| Participant deferral / active EE | $3,789 | $4,719-19.7% | $4,234-10.5% | $6,400-40.8% |
| Admin fee / account holder | $259 | $6,231-95.8% | $5,420-95.2% | $11,426-97.7% |