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 | $1,325 | $95,561-98.6% | $77,163-98.3% | $139,434-99.0% |
| Participation rate | 72.7% | 73.9%-1.2pp | 69.6%+3.2pp | 80.3%-7.6pp |
| Annual return | 61.28% | 54.92%+6.4pp | 37.87%+23.4pp | 372.94%-311.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $831 | $4,624-82.0% | $3,833-78.3% | $6,710-87.6% |
| Admin fee / account holder | $24 | $8,295-99.7% | $5,472-99.6% | $11,403-99.8% |