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 | $1,154 | $74,888-98.5% | $71,209-98.4% | $142,382-99.2% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 63.27% | 345.14%-281.9pp | 282.51%-219.2pp | 217.08%-153.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $861 | $4,454-80.7% | $4,175-79.4% | $6,507-86.8% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |