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 | $1,792 | $72,400-97.5% | $67,502-97.3% | $145,922-98.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 44.51% | 7182.46%-7137.9pp | 3512.12%-3467.6pp | 561.29%-516.8pp |
| Employer contribution / active EE | $410 | $3,069-86.6% | $2,731-85.0% | $4,660-91.2% |
| Participant deferral / active EE | $872 | $4,783-81.8% | $4,000-78.2% | $6,688-87.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |