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 5-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 | $7,292 | $142,344-94.9% | $119,609-93.9% | $134,475-94.6% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | 257.84% | -12.44%+270.3pp | -14.97%+272.8pp | 417.96%-160.1pp |
| Employer contribution / active EE | $1,491 | $5,222-71.5% | $4,232-64.8% | $4,740-68.6% |
| Participant deferral / active EE | $3,124 | $6,469-51.7% | $5,602-44.2% | $6,400-51.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |