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 | $1,823 | $27,915-93.5% | $58,482-96.9% | $75,163-97.6% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 27.09% | 44.20%-17.1pp | 4239.32%-4212.2pp | 160.62%-133.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $847 | $1,201-29.5% | $1,924-56.0% | $4,125-79.5% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |