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 | $2,070 | $58,927-96.5% | $76,817-97.3% | $72,985-97.2% |
| Participation rate | 87.0% | 67.3%+19.6pp | 72.1%+14.9pp | 69.5%+17.5pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $762 | $1,787-57.3% | $2,302-66.9% | $2,440-68.8% |
| Participant deferral / active EE | $1,229 | $2,690-54.3% | $3,336-63.2% | $3,607-65.9% |
| Admin fee / account holder | $217 | $4,013-94.6% | $6,420-96.6% | $5,124-95.8% |