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 | $1,097 | $27,915-96.1% | $58,482-98.1% | $75,163-98.5% |
| Participation rate | 86.1% | 38.8%+47.3pp | 50.9%+35.3pp | 67.2%+18.9pp |
| Annual return | 38.06% | 44.20%-6.1pp | 4239.32%-4201.3pp | 160.62%-122.6pp |
| Employer contribution / active EE | $269 | $669-59.8% | $1,053-74.4% | $2,670-89.9% |
| Participant deferral / active EE | $435 | $1,201-63.8% | $1,924-77.4% | $4,125-89.5% |
| Admin fee / account holder | $95 | $1,726-94.5% | $2,516-96.2% | $5,651-98.3% |