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 | $7,296 | $90,600-91.9% | $79,464-90.8% | $135,375-94.6% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,853 | $3,068-39.6% | $2,800-33.8% | $4,779-61.2% |
| Participant deferral / active EE | $2,273 | $4,050-43.9% | $3,704-38.6% | $5,609-59.5% |
| Admin fee / account holder | $262 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |