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 | $7,432 | $189,613-96.1% | $167,512-95.6% | $142,382-94.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 37.15% | 2024.68%-1987.5pp | 1615.79%-1578.6pp | 217.08%-179.9pp |
| Employer contribution / active EE | $1,948 | $4,349-55.2% | $3,882-49.8% | $4,299-54.7% |
| Participant deferral / active EE | $1,948 | $6,981-72.1% | $6,405-69.6% | $6,507-70.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |