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 4-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 | $1,370 | $156,846-99.1% | $121,098-98.9% | $139,434-99.0% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 68.34% | 1474.56%-1406.2pp | 985.75%-917.4pp | 372.94%-304.6pp |
| Employer contribution / active EE | $379 | $5,536-93.2% | $4,164-90.9% | $4,751-92.0% |
| Participant deferral / active EE | $625 | $4,844-87.1% | $4,080-84.7% | $6,710-90.7% |
| Admin fee / account holder | $17 | $6,946-99.8% | $5,644-99.7% | $11,403-99.8% |