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 | $1,416 | $27,915-94.9% | $58,482-97.6% | $75,163-98.1% |
| Participation rate | 90.0% | 38.8%+51.2pp | 50.9%+39.1pp | 67.2%+22.8pp |
| Annual return | 106.65% | 44.20%+62.4pp | 4239.32%-4132.7pp | 160.62%-54.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,188 | $1,201-1.1% | $1,924-38.3% | $4,125-71.2% |
| Admin fee / account holder | $28 | $1,726-98.4% | $2,516-98.9% | $5,651-99.5% |