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 | $2,626 | $72,400-96.4% | $67,502-96.1% | $145,922-98.2% |
| Participation rate | 72.7% | 76.9%-4.1pp | 72.9%-0.1pp | 80.3%-7.5pp |
| Annual return | 22.36% | 7182.46%-7160.1pp | 3512.12%-3489.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,463 | $4,783-69.4% | $4,000-63.4% | $6,688-78.1% |
| Admin fee / account holder | $7 | $5,539-99.9% | $3,998-99.8% | $13,397-99.9% |