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 | $1,792 | $96,635-98.1% | $86,612-97.9% | $139,434-98.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 96.29% | 106.41%-10.1pp | 591.07%-494.8pp | 372.94%-276.7pp |
| Employer contribution / active EE | $771 | $3,263-76.4% | $3,022-74.5% | $4,751-83.8% |
| Participant deferral / active EE | $840 | $4,836-82.6% | $4,438-81.1% | $6,710-87.5% |
| Admin fee / account holder | $64 | $6,408-99.0% | $5,614-98.9% | $11,403-99.4% |