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 | $1,559 | $88,751-98.2% | $81,812-98.1% | $145,922-98.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 100.98% | 1025.40%-924.4pp | 773.79%-672.8pp | 561.29%-460.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,200 | $4,643-74.1% | $4,319-72.2% | $6,688-82.0% |
| Admin fee / account holder | $36 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |