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 | $15,067 | $167,307-91.0% | $143,757-89.5% | $134,475-88.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.77% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,331 | $5,619-58.5% | $4,951-52.9% | $4,740-50.8% |
| Participant deferral / active EE | $8,527 | $6,446+32.3% | $5,637+51.3% | $6,400+33.2% |
| Admin fee / account holder | $238 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |