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 | $12,986 | $83,902-84.5% | $167,512-92.2% | $84,808-84.7% |
| Participation rate | 74.3% | 66.5%+7.8pp | 77.1%-2.8pp | 68.3%+6.0pp |
| Annual return | 17.52% | 91.55%-74.0pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,866 | $4,442-35.5% | $6,405-55.3% | $4,212-32.0% |
| Admin fee / account holder | $259 | $7,915-96.7% | $9,769-97.3% | $7,344-96.5% |