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 6-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 | $1,320 | $29,660-95.6% | $56,411-97.7% | $80,856-98.4% |
| Participation rate | 82.2% | 41.6%+40.5pp | 52.5%+29.7pp | 67.6%+14.6pp |
| Annual return | 14.11% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $574 | $1,226-53.2% | $1,952-70.6% | $4,296-86.6% |
| Admin fee / account holder | $19 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |