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 | $800 | $76,738-99.0% | $56,411-98.6% | $145,922-99.5% |
| Participation rate | 73.7% | 63.2%+10.5pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | 16.40% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $478 | $2,623-81.8% | $1,952-75.5% | $6,688-92.9% |
| Admin fee / account holder | $172 | $3,334-94.9% | $2,829-93.9% | $13,397-98.7% |