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 | $5,156 | $173,345-97.0% | $136,007-96.2% | $145,922-96.5% |
| Participation rate | 95.7% | 80.5%+15.2pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 143.57% | 1163.32%-1019.7pp | 579.32%-435.7pp | 561.29%-417.7pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,385 | $8,699-61.1% | $7,025-51.8% | $6,688-49.4% |
| Admin fee / account holder | $208 | $9,954-97.9% | $6,858-97.0% | $13,397-98.4% |