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 | $1,193 | $49,922-97.6% | $80,569-98.5% | $75,163-98.4% |
| Participation rate | 79.1% | 55.3%+23.8pp | 67.0%+12.1pp | 67.2%+11.9pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,206 | $2,990-59.7% | $4,447-72.9% | $4,125-70.8% |
| Admin fee / account holder | $108 | $3,577-97.0% | $5,377-98.0% | $5,651-98.1% |