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 | $4,226 | $152,509-97.2% | $117,472-96.4% | $134,475-96.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,354 | $4,818-9.6% | $4,070+7.0% | $6,400-32.0% |
| Admin fee / account holder | $8 | $7,004-99.9% | $5,645-99.9% | $11,426-99.9% |