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 5-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 | $1,189 | $96,305-98.8% | $80,569-98.5% | $139,434-99.1% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.9pp | 80.3%+12.5pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,735 | $3,262-46.8% | $2,723-36.3% | $4,751-63.5% |
| Participant deferral / active EE | $2,450 | $5,232-53.2% | $4,447-44.9% | $6,710-63.5% |
| Admin fee / account holder | $1 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |