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 10-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 | $3,755 | $99,020-96.2% | $86,590-95.7% | $147,584-97.5% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 52.17% | 1312.34%-1260.2pp | 964.84%-912.7pp | 578.55%-526.4pp |
| Employer contribution / active EE | $1,288 | $3,132-58.9% | $2,839-54.6% | $4,876-73.6% |
| Participant deferral / active EE | $1,563 | $3,972-60.7% | $3,609-56.7% | $5,439-71.3% |
| Admin fee / account holder | $210 | $5,710-96.3% | $4,906-95.7% | $10,885-98.1% |