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 4-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 | $1,205 | $81,625-98.5% | $58,482-97.9% | $139,434-99.1% |
| Participation rate | 91.3% | 61.3%+30.0pp | 50.9%+40.4pp | 80.3%+11.0pp |
| Annual return | 42.42% | 7404.20%-7361.8pp | 4239.32%-4196.9pp | 372.94%-330.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,065 | $2,557-58.3% | $1,924-44.6% | $6,710-84.1% |
| Admin fee / account holder | $154 | $3,265-95.3% | $2,516-93.9% | $11,403-98.6% |