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 10-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 | $1,545 | $90,320-98.3% | $59,496-97.4% | $125,391-98.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $54 | $1,792-97.0% | $1,153-95.3% | $4,866-98.9% |
| Participant deferral / active EE | $443 | $2,716-83.7% | $1,829-75.8% | $5,352-91.7% |
| Admin fee / account holder | $18 | $3,063-99.4% | $2,232-99.2% | $9,540-99.8% |