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 | $3,032 | $72,400-95.8% | $67,502-95.5% | $145,922-97.9% |
| Participation rate | 81.3% | 76.9%+4.4pp | 72.9%+8.4pp | 80.3%+1.0pp |
| Annual return | 23.38% | 7182.46%-7159.1pp | 3512.12%-3488.7pp | 561.29%-537.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,852 | $4,783-61.3% | $4,000-53.7% | $6,688-72.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |