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 6-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 | $12,860 | $202,318-93.6% | $172,739-92.6% | $152,861-91.6% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,599 | $5,856-72.7% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $5,448 | $5,948-8.4% | $5,198+4.8% | $5,850-6.9% |
| Admin fee / account holder | $124 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |