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 3-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 | $2,090 | $158,398-98.7% | $126,539-98.3% | $142,382-98.5% |
| Participation rate | 89.5% | 75.8%+13.7pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 20.86% | 593.76%-572.9pp | 425.95%-405.1pp | 217.08%-196.2pp |
| Employer contribution / active EE | $458 | $4,650-90.2% | $3,674-87.5% | $4,299-89.4% |
| Participant deferral / active EE | $498 | $4,767-89.5% | $4,083-87.8% | $6,507-92.3% |
| Admin fee / account holder | $251 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |