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 6-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 | $1,363 | $62,573-97.8% | $85,682-98.4% | $85,850-98.4% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.9%+27.4pp | 69.3%+27.9pp |
| Annual return | 45.44% | 23.77%+21.7pp | 21.49%+24.0pp | 318.53%-273.1pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,409 | $2,802-49.7% | $3,923-64.1% | $3,952-64.3% |
| Admin fee / account holder | $283 | $4,640-93.9% | $6,873-95.9% | $6,260-95.5% |