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 | $697 | $81,625-99.1% | $58,482-98.8% | $139,434-99.5% |
| Participation rate | 95.5% | 61.3%+34.1pp | 50.9%+44.6pp | 80.3%+15.1pp |
| Annual return | 45.61% | 7404.20%-7358.6pp | 4239.32%-4193.7pp | 372.94%-327.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $589 | $2,557-77.0% | $1,924-69.4% | $6,710-91.2% |
| Admin fee / account holder | $13 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |