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 | $14,410 | $138,044-89.6% | $125,339-88.5% | $134,475-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,251 | $5,243-76.1% | $4,814-74.0% | $4,740-73.6% |
| Participant deferral / active EE | $3,812 | $7,799-51.1% | $7,446-48.8% | $6,400-40.4% |
| Admin fee / account holder | $254 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |