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 | $2,468 | $118,450-97.9% | $98,439-97.5% | $139,434-98.2% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 34.75% | 18.94%+15.8pp | 21.16%+13.6pp | 372.94%-338.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,540 | $5,392-71.4% | $4,738-67.5% | $6,710-77.1% |
| Admin fee / account holder | $34 | $14,026-99.8% | $8,948-99.6% | $11,403-99.7% |