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 7-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 | $6,667 | $63,346-89.5% | $92,233-92.8% | $70,131-90.5% |
| Participation rate | 92.7% | 68.7%+24.0pp | 76.5%+16.2pp | 69.5%+23.1pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,849 | $2,471+15.3% | $3,679-22.6% | $2,342+21.6% |
| Participant deferral / active EE | $3,779 | $2,854+32.4% | $3,897-3.0% | $3,332+13.4% |
| Admin fee / account holder | $44 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |