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 7-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 | $10,211 | $176,662-94.2% | $130,648-92.2% | $152,861-93.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.4%+6.4pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,628 | $5,742-36.8% | $4,092-11.3% | $4,762-23.8% |
| Participant deferral / active EE | $4,645 | $4,361+6.5% | $3,603+28.9% | $5,850-20.6% |
| Admin fee / account holder | $6 | $7,133-99.9% | $5,464-99.9% | $11,596-99.9% |