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 5-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 | $4,513 | $100,852-95.5% | $90,404-95.0% | $158,922-97.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,400 | $3,689-62.0% | $3,262-57.1% | $4,761-70.6% |
| Participant deferral / active EE | $2,562 | $4,348-41.1% | $3,963-35.4% | $5,982-57.2% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |