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 | $2,759 | $92,703-97.0% | $82,719-96.7% | $134,475-97.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,211 | $3,274-63.0% | $3,009-59.7% | $4,740-74.4% |
| Participant deferral / active EE | $1,212 | $4,802-74.8% | $4,395-72.4% | $6,400-81.1% |
| Admin fee / account holder | $2 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |