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 4-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 | $9,851 | $147,727-93.3% | $115,756-91.5% | $134,475-92.7% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.1%+16.3pp | 81.2%+12.1pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,510 | $4,713-46.7% | $3,793-33.8% | $4,740-47.0% |
| Participant deferral / active EE | $6,677 | $7,563-11.7% | $6,254+6.8% | $6,400+4.3% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |