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 | $1,224 | $81,625-98.5% | $58,482-97.9% | $139,434-99.1% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.1pp | 80.3%+10.6pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $495 | $1,398-64.6% | $1,053-53.0% | $4,751-89.6% |
| Participant deferral / active EE | $866 | $2,557-66.1% | $1,924-55.0% | $6,710-87.1% |
| Admin fee / account holder | $18 | $3,265-99.5% | $2,516-99.3% | $11,403-99.8% |