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 | $2,862 | $96,484-97.0% | $75,886-96.2% | $152,861-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,355 | $3,309-59.0% | $2,500-45.8% | $4,762-71.5% |
| Participant deferral / active EE | $1,919 | $4,553-57.9% | $3,603-46.7% | $5,850-67.2% |
| Admin fee / account holder | $6 | $8,078-99.9% | $5,418-99.9% | $11,596-99.9% |