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 6-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 | $1,030 | $22,587-95.4% | $65,255-98.4% | $75,163-98.6% |
| Participation rate | 85.2% | 63.1%+22.2pp | 65.0%+20.3pp | 67.2%+18.1pp |
| Annual return | 18.42% | 71.03%-52.6pp | 47.35%-28.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $808 | $1,695-52.3% | $2,831-71.5% | $4,125-80.4% |
| Admin fee / account holder | $291 | $1,876-84.5% | $4,112-92.9% | $5,651-94.9% |