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 | $2,998 | $88,751-96.6% | $81,812-96.3% | $145,922-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.86% | 1025.40%-1006.5pp | 773.79%-754.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $807 | $3,083-73.8% | $2,912-72.3% | $4,660-82.7% |
| Participant deferral / active EE | $807 | $4,643-82.6% | $4,319-81.3% | $6,688-87.9% |
| Admin fee / account holder | $227 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |