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 | $1,547 | $27,915-94.5% | $58,482-97.4% | $75,163-97.9% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.3pp | 67.2%+26.9pp |
| Annual return | 53.21% | 44.20%+9.0pp | 4239.32%-4186.1pp | 160.62%-107.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,324 | $1,201+10.2% | $1,924-31.2% | $4,125-67.9% |
| Admin fee / account holder | $125 | $1,726-92.8% | $2,516-95.0% | $5,651-97.8% |