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 | $844 | $30,400-97.2% | $53,898-98.4% | $84,808-99.0% |
| Participation rate | 87.3% | 46.4%+40.8pp | 55.0%+32.3pp | 68.3%+19.0pp |
| Annual return | 21.75% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $498 | $1,199-58.5% | $1,826-72.7% | $4,212-88.2% |
| Admin fee / account holder | $23 | $1,993-98.8% | $2,491-99.1% | $7,344-99.7% |