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 | $2,343 | $158,398-98.5% | $126,539-98.1% | $142,382-98.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 21.20% | 593.76%-572.6pp | 425.95%-404.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $197 | $4,650-95.8% | $3,674-94.6% | $4,299-95.4% |
| Participant deferral / active EE | $385 | $4,767-91.9% | $4,083-90.6% | $6,507-94.1% |
| Admin fee / account holder | $110 | $6,918-98.4% | $6,065-98.2% | $12,624-99.1% |