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 5-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 | $1,241 | $49,922-97.5% | $80,569-98.5% | $75,163-98.3% |
| Participation rate | 81.1% | 55.3%+25.8pp | 67.0%+14.1pp | 67.2%+13.9pp |
| Annual return | 20.07% | 34.69%-14.6pp | 935.43%-915.4pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,047 | $2,990-65.0% | $4,447-76.5% | $4,125-74.6% |
| Admin fee / account holder | $197 | $3,577-94.5% | $5,377-96.3% | $5,651-96.5% |