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 | $1,554 | $51,576-97.0% | $129,207-98.8% | $80,856-98.1% |
| Participation rate | 76.7% | 57.0%+19.8pp | 69.6%+7.1pp | 67.6%+9.1pp |
| Annual return | 50.76% | 20.81%+30.0pp | 9417.33%-9366.6pp | 35.59%+15.2pp |
| Employer contribution / active EE | $374 | $1,584-76.4% | $4,153-91.0% | $2,755-86.4% |
| Participant deferral / active EE | $849 | $2,669-68.2% | $4,168-79.6% | $4,296-80.2% |
| Admin fee / account holder | $84 | $4,305-98.0% | $7,715-98.9% | $6,918-98.8% |