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 7-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 | $971 | $48,046-98.0% | $84,611-98.9% | $72,985-98.7% |
| Participation rate | 89.8% | 57.6%+32.2pp | 68.2%+21.6pp | 69.5%+20.3pp |
| Annual return | 32.99% | 37.38%-4.4pp | 258.74%-225.8pp | 81.00%-48.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $851 | $2,680-68.2% | $3,899-78.2% | $3,607-76.4% |
| Admin fee / account holder | $19 | $3,395-99.5% | $4,912-99.6% | $5,124-99.6% |