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 5-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 | $1,764 | $158,398-98.9% | $126,539-98.6% | $142,382-98.8% |
| Participation rate | 78.3% | 75.8%+2.5pp | 69.8%+8.4pp | 80.1%-1.9pp |
| Annual return | 94.20% | 593.76%-499.6pp | 425.95%-331.7pp | 217.08%-122.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,226 | $4,767-74.3% | $4,083-70.0% | $6,507-81.2% |
| Admin fee / account holder | $10 | $6,918-99.9% | $6,065-99.8% | $12,624-99.9% |