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 8-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 | $5,557 | $135,635-95.9% | $110,238-95.0% | $135,375-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,370 | $4,906-72.1% | $3,826-64.2% | $4,779-71.3% |
| Participant deferral / active EE | $4,652 | $5,506-15.5% | $4,672-0.4% | $5,609-17.1% |
| Admin fee / account holder | $7 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |