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 | $4,304 | $92,703-95.4% | $82,719-94.8% | $134,475-96.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,213 | $3,274-63.0% | $3,009-59.7% | $4,740-74.4% |
| Participant deferral / active EE | $2,528 | $4,802-47.4% | $4,395-42.5% | $6,400-60.5% |
| Admin fee / account holder | $129 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |