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 | $2,045 | $158,398-98.7% | $126,539-98.4% | $142,382-98.6% |
| Participation rate | 86.4% | 75.8%+10.6pp | 69.8%+16.5pp | 80.1%+6.2pp |
| Annual return | 19.19% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $437 | $4,650-90.6% | $3,674-88.1% | $4,299-89.8% |
| Participant deferral / active EE | $471 | $4,767-90.1% | $4,083-88.5% | $6,507-92.8% |
| Admin fee / account holder | $23 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |