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 | $1,133 | $76,738-98.5% | $56,411-98.0% | $145,922-99.2% |
| Participation rate | 90.5% | 63.2%+27.3pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | 30.78% | 2994.23%-2963.4pp | 1701.33%-1670.6pp | 561.29%-530.5pp |
| Employer contribution / active EE | $519 | $1,380-62.4% | $1,039-50.1% | $4,660-88.9% |
| Participant deferral / active EE | $674 | $2,623-74.3% | $1,952-65.5% | $6,688-89.9% |
| Admin fee / account holder | $31 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |