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 | $4,083 | $104,106-96.1% | $71,086-94.3% | $135,375-97.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,143 | $1,485-23.0% | $1,088+5.1% | $4,779-76.1% |
| Participant deferral / active EE | $3,076 | $2,527+21.7% | $1,874+64.1% | $5,609-45.2% |
| Admin fee / account holder | $42 | $4,142-99.0% | $3,082-98.7% | $10,827-99.6% |