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 6-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 | $1,414 | $58,208-97.6% | $81,812-98.3% | $80,856-98.3% |
| Participation rate | 85.3% | 63.4%+21.9pp | 72.3%+13.0pp | 67.6%+17.7pp |
| Annual return | 19.50% | 41.66%-22.2pp | 773.79%-754.3pp | 35.59%-16.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $964 | $3,281-70.6% | $4,319-77.7% | $4,296-77.6% |
| Admin fee / account holder | $24 | $4,981-99.5% | $7,386-99.7% | $6,918-99.6% |