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 8-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 | $5,265 | $109,327-95.2% | $89,391-94.1% | $158,922-96.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.03% | 345.68%-325.6pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $515 | $3,170-83.8% | $2,586-80.1% | $4,761-89.2% |
| Participant deferral / active EE | $901 | $4,598-80.4% | $3,890-76.8% | $5,982-84.9% |
| Admin fee / account holder | $18 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |