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 6-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 | $5,134 | $110,502-95.4% | $80,716-93.6% | $167,490-96.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.06% | 120.54%-101.5pp | 87.28%-68.2pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,082 | $1,543-29.9% | $1,160-6.7% | $4,837-77.6% |
| Participant deferral / active EE | $1,276 | $2,871-55.5% | $2,146-40.5% | $6,341-79.9% |
| Admin fee / account holder | $16 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |