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 7-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 | $1,522 | $48,046-96.8% | $84,611-98.2% | $72,985-97.9% |
| Participation rate | 91.1% | 57.6%+33.5pp | 68.2%+22.8pp | 69.5%+21.6pp |
| Annual return | 82.54% | 37.38%+45.2pp | 258.74%-176.2pp | 81.00%+1.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,647 | $2,680-38.6% | $3,899-57.8% | $3,607-54.3% |
| Admin fee / account holder | $3 | $3,395-99.9% | $4,912-99.9% | $5,124-99.9% |