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 | $1,400 | $88,751-98.4% | $81,812-98.3% | $145,922-99.0% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 25.64% | 1025.40%-999.8pp | 773.79%-748.2pp | 561.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $759 | $4,643-83.7% | $4,319-82.4% | $6,688-88.6% |
| Admin fee / account holder | $63 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |