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 8-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 | $4,930 | $99,652-95.1% | $78,778-93.7% | $147,584-96.7% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.2%+26.6pp | 82.8%+13.0pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,116 | $2,796-60.1% | $1,986-43.8% | $4,876-77.1% |
| Participant deferral / active EE | $3,626 | $3,664-1.0% | $2,958+22.6% | $5,439-33.3% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |