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 | $1,767 | $117,690-98.5% | $71,735-97.5% | $134,475-98.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,196 | $2,525-52.6% | $1,704-29.8% | $4,740-74.8% |
| Participant deferral / active EE | $1,399 | $3,759-62.8% | $2,658-47.3% | $6,400-78.1% |
| Admin fee / account holder | $10 | $6,379-99.8% | $3,974-99.8% | $11,426-99.9% |