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 | $537 | $27,915-98.1% | $58,482-99.1% | $75,163-99.3% |
| Participation rate | 92.7% | 38.8%+53.8pp | 50.9%+41.8pp | 67.2%+25.5pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $922 | $1,201-23.3% | $1,924-52.1% | $4,125-77.7% |
| Admin fee / account holder | $92 | $1,726-94.7% | $2,516-96.4% | $5,651-98.4% |