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 | $8,896 | $138,065-93.6% | $123,544-92.8% | $135,375-93.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,586 | $5,151-49.8% | $4,628-44.1% | $4,779-45.9% |
| Participant deferral / active EE | $5,792 | $6,799-14.8% | $6,426-9.9% | $5,609+3.3% |
| Admin fee / account holder | $30 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |