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 | $1,210 | $29,660-95.9% | $56,411-97.9% | $80,856-98.5% |
| Participation rate | 80.6% | 41.6%+39.0pp | 52.5%+28.2pp | 67.6%+13.0pp |
| Annual return | 29.54% | 35.23%-5.7pp | 1701.33%-1671.8pp | 35.59%-6.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $827 | $1,226-32.6% | $1,952-57.6% | $4,296-80.8% |
| Admin fee / account holder | $6 | $2,428-99.7% | $2,829-99.8% | $6,918-99.9% |