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 | $6,914 | $159,901-95.7% | $146,958-95.3% | $145,922-95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,716 | $5,286-67.5% | $4,933-65.2% | $4,660-63.2% |
| Participant deferral / active EE | $5,319 | $8,428-36.9% | $8,070-34.1% | $6,688-20.5% |
| Admin fee / account holder | $198 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |