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 | $1,368 | $81,625-98.3% | $58,482-97.7% | $139,434-99.0% |
| Participation rate | 81.3% | 61.3%+19.9pp | 50.9%+30.4pp | 80.3%+0.9pp |
| Annual return | 31.30% | 7404.20%-7372.9pp | 4239.32%-4208.0pp | 372.94%-341.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,030 | $2,557-59.7% | $1,924-46.5% | $6,710-84.6% |
| Admin fee / account holder | $233 | $3,265-92.9% | $2,516-90.8% | $11,403-98.0% |