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 | $6,879 | $142,344-95.2% | $119,609-94.2% | $134,475-94.9% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | 353.56% | -12.44%+366.0pp | -14.97%+368.5pp | 417.96%-64.4pp |
| Employer contribution / active EE | $1,659 | $5,222-68.2% | $4,232-60.8% | $4,740-65.0% |
| Participant deferral / active EE | $2,266 | $6,469-65.0% | $5,602-59.6% | $6,400-64.6% |
| Admin fee / account holder | $31 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |