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 | $10,164 | $63,745-84.1% | $98,442-89.7% | $79,386-87.2% |
| Participation rate | 97.3% | 69.9%+27.4pp | 73.3%+23.9pp | 70.7%+26.6pp |
| Annual return | 0.00% | 625.80%-625.8pp | 1492.73%-1492.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,014 | $2,557+17.9% | $2,960+1.8% | $2,427+24.1% |
| Participant deferral / active EE | $3,799 | $3,303+15.0% | $4,276-11.2% | $4,046-6.1% |
| Admin fee / account holder | $125 | $516-75.7% | $5,949-97.9% | $626-80.0% |