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 4-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 | $16,702 | $175,600-90.5% | $129,110-87.1% | $134,475-87.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,996 | $6,355-52.9% | $5,052-40.7% | $4,740-36.8% |
| Participant deferral / active EE | $13,862 | $7,975+73.8% | $6,542+111.9% | $6,400+116.6% |
| Admin fee / account holder | $26 | $23,567-99.9% | $14,302-99.8% | $11,426-99.8% |