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 9-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 | $797 | $185,200-99.6% | $142,863-99.4% | $167,490-99.5% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 63.81% | 8555.70%-8491.9pp | 5637.54%-5573.7pp | 478.56%-414.7pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $365 | $4,494-91.9% | $3,837-90.5% | $6,341-94.2% |
| Admin fee / account holder | $90 | $8,031-98.9% | $6,560-98.6% | $12,309-99.3% |