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 5-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 | $1,223 | $30,400-96.0% | $53,898-97.7% | $84,808-98.6% |
| Participation rate | 74.7% | 46.4%+28.3pp | 55.0%+19.8pp | 68.3%+6.4pp |
| Annual return | 18.62% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $403 | $1,199-66.4% | $1,826-77.9% | $4,212-90.4% |
| Admin fee / account holder | $190 | $1,993-90.5% | $2,491-92.4% | $7,344-97.4% |