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 3-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 | $4,896 | $110,257-95.6% | $96,544-94.9% | $139,434-96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,182 | $3,620-67.3% | $2,965-60.1% | $4,751-75.1% |
| Participant deferral / active EE | $3,753 | $5,548-32.4% | $4,851-22.6% | $6,710-44.1% |
| Admin fee / account holder | $5 | $11,591-100.0% | $8,252-99.9% | $11,403-100.0% |