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 | $1,203 | $158,398-99.2% | $126,539-99.0% | $142,382-99.2% |
| Participation rate | 82.6% | 75.8%+6.8pp | 69.8%+12.8pp | 80.1%+2.5pp |
| Annual return | 22.65% | 593.76%-571.1pp | 425.95%-403.3pp | 217.08%-194.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $532 | $4,767-88.8% | $4,083-87.0% | $6,507-91.8% |
| Admin fee / account holder | $121 | $6,918-98.3% | $6,065-98.0% | $12,624-99.0% |