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 | $1,259 | $39,019-96.8% | $80,716-98.4% | $85,850-98.5% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 16.77% | 26.27%-9.5pp | 87.28%-70.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $316 | $1,326-76.2% | $2,146-85.3% | $3,952-92.0% |
| Admin fee / account holder | $5 | $2,431-99.8% | $3,380-99.9% | $6,260-99.9% |